# The Kieckhefer Group

> 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.

- CRD: 331128
- Filed as: THE KIECKHEFER GROUP
- Legal name: The Kieckhefer Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mequon, WI
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331128
- AdvisorCensus page: https://advisorcensus.com/firm/the-kieckhefer-group-mequon-wi-331128

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- 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 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $240,822,533
- Discretionary: $240,822,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $11,403,432 |
| High net worth individuals | 29 | $229,419,101 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kieckhefergroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $168,025,208 | 2 | September 19, 2024 |
| October 2025 | $184,624,588 | 2 | March 11, 2025 |
| October 2026 | $240,822,533 | 3 | January 27, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $184,624,588 to $240,822,533 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Kieckhefer Group (CRD 331128): Form ADV filing data as of October 2026.