Ktf Investments, LLC
● SEC registered since 2025CRD 337465SEC# 801-134137Seal Beach, CA
Reg. AUM
$700.2M
Employees
7
Accounts
184
Location
Seal Beach, CA
Ktf Investments, LLC assets under management
Ktf Investments, LLC is an investment advisory firm registered with the SEC based in Seal Beach, CA. The firm has been registered since 2025. It reports $700.2 million in regulatory assets under management and employs 7 people.
Ktf Investments, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jess Donato Sansone Control | Owner/Partner | 25-50% | 2025 |
| Joshua R. Axel Control | Owner/Partner | 50-75% | 2025 |
| Karey Ann Williams | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Ktf Investments, LLC manage?
Ktf Investments, LLC reports $700.2 million in regulatory assets under management on its Form ADV.
How many employees does Ktf Investments, LLC have?
Ktf Investments, LLC reports 7 employees.
Where is Ktf Investments, LLC located?
Ktf Investments, LLC is based in Seal Beach, CA and has been SEC-registered since 2025.
Does Ktf Investments, LLC disclose fund performance?
Ktf Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13001 Seal Beach Boulevard, # 250, Seal Beach, CA 90740 |
| Phone | 513-618-4498 |
| Office hours | 9:00a.m. - 4:00p.m. Pacific |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$700.2M▲ 1%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$700.2Mregulatory AUM
Discretionary $646.5MNon-discretionary $53.7M