A better choice for advisors who refuse to choose between independence and growth.
Kathmere Capital Management offers financial advisors the best of both worlds: the autonomy of full independence with the resources, infrastructure, and enterprise value of a large firm. We're not just a platform. We're a partner.
Kathmere Capital Management is an SEC-registered, majority employee-owned RIA serving individuals, high-net-worth families, corporations, charitable organizations, and retirement plans. With $5.1 billion in assets under advisement and a team of over 20 professionals, we've built a platform that lets advisors do what they do best: serve clients and grow.
Traditional advisory partnerships force you to choose: full independence with low resources, or large firm infrastructure with low autonomy. The Kathmere Enhanced Growth Partnership was built to eliminate that tradeoff entirely.
Kathmere's principal advisors grew private wealth advisory revenue between 30–45% annually from 2020–2025. We're not projecting growth; we're demonstrating it.
The Efficient Family Office™ delivers an integrated advisory, investment, and advanced planning team to HNW and UHNW clients; a model that wins business and builds loyalty.
In-house CFAs, JDs, LLMs, a centralized investment team, and a full technology stack: everything you need to compete at the highest level without building it yourself.
Majority employee-owned, backed by Merchant Investment Management, and led by a team with 20+ years average experience. Our culture is built on collective growth and shared success.
Individual practices and enterprise RIAs have historically been valued very differently: roughly 1.75–3x revenue versus 15–20x EBITDA, as general historical industry ranges. Our Growth Partnership aligns you with that enterprise value, so you can monetize now at capital-gains treatment while keeping the majority and control.
We provide an effective and efficient solution for wealthy families, delivered by one unified team spanning advisory, investments, and advanced planning. This isn't a tagline. It's the operating model that drives our growth and gives our advisors a clear, competitive edge in the HNW market.
"We provide an effective and efficient solution for wealthy families: advisory, investment, and advanced planning, all under one roof."
The Kathmere Enhanced Growth Partnership is designed to give you incremental liquidity, favorable tax treatment, and access to enterprise-level valuations, all while you retain operational control.
Avoid the all-or-nothing decision of when to sell your business. Monetize a minority slice now, taking cash off the table at capital-gains treatment while keeping the vast majority and control. Then keep participating in the enterprise's growth at future monetization events.
Both the initial revenue sale and subsequent revenue sales are structured for long-term capital gains tax treatment rather than ordinary income, creating meaningful after-tax value for participating advisors. We recommend consulting your tax advisor for practice-specific guidance.
Individual practices and enterprise RIAs have historically been valued very differently: roughly 1.75–3x revenue versus 15–20x EBITDA, as general historical industry ranges. Through the Growth Partnership you can take cash off the table now at capital-gains treatment, keep the majority and control, and keep participating in the enterprise's growth. Multiples shown are general historical industry ranges, not a valuation of any practice or a guarantee of any outcome.
Our tiered payout grid is designed to reward production and growth. The more you grow, the more you keep. And if you bring other advisors onto the platform, your payout increases even further with our Enhanced grid. We share the full grid in a confidential conversation, built around your specific production.
| Gross Revenue Tier | Advisor Payout |
|---|---|
| Base tier | Competitive |
| Growth tiers | Escalating |
| Top tier | Competitive at the top tier |
| Enhanced grid (recruiters) | Higher still |
Full grid details, including a personalized net-payout model for your production level, are shared in a confidential conversation. Subject to change.
When you join Kathmere, you inherit a fully-built operating platform. We handle the operational complexity so you can focus entirely on client relationships and business development. Here's what's included in the platform:
Every advisor on the platform gets full licenses to our curated, institutional-grade tech stack.
All four Kathmere Principal Advisors have demonstrated extraordinary revenue growth. This is the environment you'd be joining.
Includes Private Wealth Advisory revenue growth only; excludes Retirement Plan Advisory, Insurance and Brokerage revenue. Starting (2020) revenue by advisor ranged from $390K–$1.4M.
Kathmere's five principals average over 20 years of industry experience, and are backed by one of the most experienced operating teams in independent wealth management.
Founded Kathmere and leads firm strategy, growth initiatives, and client relationships for the firm's largest and most complex households.
CFA charterholder leading portfolio strategy, investment research, due diligence, and management of all client portfolios across public and private markets.
Leads advisory team growth and senior client relationships, with deep expertise in comprehensive financial planning and wealth management strategies.
Focuses on HNW and UHNW client acquisition and servicing, bringing a sophisticated approach to comprehensive financial planning and business development.
Drives client growth across the firm's private wealth practice, specializing in delivering the Efficient Family Office model to high-net-worth families.
In 2023, Kathmere finalized a strategic and capital partnership with Merchant Investment Management, a global operating company that acquires interests in high-quality, growing wealth management firms. Merchant took a non-controlling, minority stake in Kathmere to accelerate our growth strategy, providing access to capital and the insights of some of the most experienced leaders in the independent advisory space. Ecosystem figures below are as of 4/27/2026.
Whether you're a sole practitioner, a team at a wirehouse, or an independent advisor looking for a better platform, the Kathmere Enhanced Growth Partnership may be the right fit. Let's start a conversation.