RIA Intelligence

KTF INVESTMENTS, LLC

CRD #337465 SEC #801-134137 SEAL BEACH, CA 513-618-4498
SEC Registered
Total AUM
$691.8M
Discretionary
$642.6M
Employees
3
Clients
0
Accounts
183

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
Williams, Karey, AnnICHIEF COMPLIANCE OFFICERNA
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
AXEL, JOSHUA, R.IOWNER/PARTNERD Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
Sansone, Jess, DonatoIOWNER/PARTNERC Control
GODINEZ, MELISSAIOWNER/PARTNERA
GODINEZ, MELISSAIOWNER/PARTNERA
GODINEZ, MELISSA, VICTORIAIOWNER/PARTNERA
GODINEZ, MELISSA, VICTORIAIOWNER/PARTNERA
GODINEZ, MELISSA, VICTORIAIOWNER/PARTNERA
GODINEZ, MELISSA, VICTORIAIOWNER/PARTNERA
GODINEZ, MELISSA, VICTORIAIOWNER/PARTNERA

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (1)

CA

Address

13001 SEAL BEACH BOULEVARD
# 250
SEAL BEACH, CA 90740
United States
Phone: 513-618-4498