Kc Asset Management, Inc.
● SEC registered since 2024CRD 154321SEC# 801-131547
Reg. AUM
$165.4M
Employees
2
Accounts
419
Location
—
Kc Asset Management, Inc. assets under management
Kc Asset Management, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $165.4 million in regulatory assets under management and employs 2 people.
Kc Asset Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Timothy Cocozza Control | President And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Kc Asset Management, Inc. manage?
Kc Asset Management, Inc. reports $165.4 million in regulatory assets under management on its Form ADV.
How many employees does Kc Asset Management, Inc. have?
Kc Asset Management, Inc. reports 2 employees.
Does Kc Asset Management, Inc. disclose fund performance?
Kc Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 484-334-8201 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2064489 |
| Discloses disciplinary history | No |
Regulatory AUM
$165.4M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$165.4Mregulatory AUM
Discretionary $165.4M