Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCM's advisory fees are negotiable and generally based on a percentage of assets under management. Fees are calculated and paid quarterly, in advance or arrears. The specific calculation method is detailed in each client's investment advisory agreement. KCM has an arrangement with a wealth manager in which their clients investing in the Micro Cap Opportunities strategy will receive a lower fee rate than the fee stated in this brochure.
Areas of Practice
Advisor Information
Office location
10829 Olive Blvd, St. Louis, MO, 63141
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Charles is a Director-Consultant Relations and Institutional Sales at Kennedy Capital Management LLC since 1988, dedicating full-time hours. He is also a Trustee on the pension board for PSRS/PEERS of Missouri since December 2023, spending a few hours per week, and a passive investor in BKMST Capital LLC since April 2025, spending minimal time.