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Kamke Investment Strategies Inc.

Charlottesville, VAState-registered investment adviserCRD 121713

Filed as KAMKE INVESTMENT STRATEGIES INC.

Kamke Investment Strategies Inc. is a state-registered investment advisory firm in Charlottesville, VA, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

29 years
registered since 1997
$80,137,338
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kamke Investment Strategies Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Kamke Investment Strategies Inc. reports these compensation arrangements: a percentage of assets under its management.

Where is Kamke Investment Strategies Inc. located?

Kamke Investment Strategies Inc.'s principal office is in Charlottesville, VA, according to its Form ADV.

Is Kamke Investment Strategies Inc. registered with the SEC or a state?

Kamke Investment Strategies Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 121713.

How much does Kamke Investment Strategies Inc. manage?

Kamke Investment Strategies Inc. reports $80,137,338 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

What types of clients does Kamke Investment Strategies Inc. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (14).

Does Kamke Investment Strategies Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121713

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$80,137,338

$80,137,338 as of October 2026, filing dated February 5, 2026.

Discretionary: $80,137,338.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 14 Assets $6,531,509 (8%)
High net worth individuals
Clients 21 Assets $64,725,155 (81%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $4,782,023 (6%)
Charitable organizations
Clients Fewer than 5 Assets $4,042,689 (5%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $55,962 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
1997 (29 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
NYVA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kamke Investment Strategies Inc. (CRD 121713): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kamke-investment-strategies-inc-charlottesville-va-121713