RIA Intel›Advisers›Connecticut›KCCS MANAGEMENT INC.

KCCS MANAGEMENT INC.

Advisory

CT

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in CT

#1,060

of 1,312 advisers by AUM

Average account

$3M

across 14 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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SPRUCE INVESTMENT ADVISORS LLC

$35M

SAFIR CAPITAL, LLC

$36M

BLUESTAR CAPITAL MANAGEMENT LP

$36M

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