AdvisorCensus / Financial advisors / Wisconsin / Milwaukee / The Kieckhefer Group
The Kieckhefer Group
Filed as THE KIECKHEFER GROUP · Legal name The Kieckhefer Group LLC
The Kieckhefer Group is an SEC-registered investment advisory firm in Mequon, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.
Quick answers
From the filingHow is The Kieckhefer Group compensated?
On its Form ADV (Item 5.E, October 2026), The Kieckhefer Group reports these compensation arrangements: a percentage of assets under its management.
How much does The Kieckhefer Group charge?
Its Form ADV Part 2A brochure dated January 27, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,001 to $5,000,000: 1.25% a year; Above $5,000,001: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is The Kieckhefer Group located?
The Kieckhefer Group's principal office is in Mequon, WI, according to its Form ADV.
Is The Kieckhefer Group registered with the SEC or a state?
The Kieckhefer Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331128.
How much does The Kieckhefer Group manage?
The Kieckhefer Group reports $240,822,533 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).
How have The Kieckhefer Group's assets and staff changed since 2024?
In the Form ADV data for The Kieckhefer Group: Regulatory assets under management: $168,025,208 in the October 2024 data and $240,822,533 in the October 2026 data, up 43%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Kieckhefer Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (29).
Which custodians does The Kieckhefer Group use?
The Kieckhefer Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does The Kieckhefer Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331128
Does The Kieckhefer Group state an account minimum?
Its Form ADV Part 2A brochure dated January 27, 2026 says: "The Firm requires a minimum account balance of $50,000. However, this requirement may be waived at the discretion of KG in certain circumstances."
What changed in The Kieckhefer Group's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $184,624,588 to $240,822,533 (+30%).
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
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.5% |
| $1,000,001 to $5,000,000 | 1.25% |
| Above $5,000,001 | 1% |
The brochure's wording
Fees for individually managed accounts are tier priced as follows: Account Size Fee (Annual percentage)* $0 to $1,000,000 1.5% $1,000,001 to $5,000,000 1.25% $5,000,001 or greater 1%
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm requires a minimum account balance of $50,000. However, this requirement may be waived at the discretion of KG in certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated January 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$240,822,533 as of October 2026, filing dated January 27, 2026.
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.DA 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- Legal name
- The Kieckhefer Group LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $240,822,533 | 3 | January 27, 2026 |
| October 2025 | $184,624,588 | 2 | March 11, 2025 |
| October 2024 | $168,025,208 | 2 | September 19, 2024 |
Regulatory assets under management: $168,025,208 in the October 2024 data and $240,822,533 in the October 2026 data, up 43%.
Total employees: 2 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $184,624,588 to $240,822,533 (+30%).
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.ISource: 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. The Kieckhefer Group (CRD 331128): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-kieckhefer-group-mequon-wi-331128