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Kbc Holdings LLC

CRD 145988SEC# 801-68684
Export (members)
No longer SEC-registered. Kbc Holdings LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$249M
Employees
1
Accounts
27
Location

Kbc Holdings LLC assets under management

Kbc Holdings LLC is an SEC-registered investment adviser. It reports $249 million in regulatory assets under management and employs 1 people.

Kbc Holdings LLC owners & executives

2 reported
NameTitleOwnershipSince
Jason Ingraham ControlLlc Member25-50%2007
Robert Paul McCarthy ControlPresident, Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Kbc Holdings LLC manage?

Kbc Holdings LLC reports $249 million in regulatory assets under management on its Form ADV.

How many employees does Kbc Holdings LLC have?

Kbc Holdings LLC reports 1 employees.

Does Kbc Holdings LLC disclose fund performance?

Kbc Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9a.m. - 5p.m.
Discloses disciplinary historyYes

Regulatory AUM

$249MNo change
Mar '25 — $249MApr '25 — $249MMay '25 — $249MJun '25 — $249MJul '25 — $249MAug '25 — $249MSep '25 — $249MOct '25 — $249MNov '25 — $249MDec '25 — $249MJan '26 — $249MFeb '26 — $249MMar '26 — $249MApr '26 — $249MMay '26 — $249MJun '26 — $249M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$249Mregulatory AUM
Discretionary $7.6MNon-discretionary $241.4M