RIA Intel›Advisers›Montana›KTE CAPITAL MANAGEMENT, LLC

KTE CAPITAL MANAGEMENT, LLC

Advisory

MT

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account
$295K
across 37 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
16
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

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

YELLOWSTONE INVESTMENT PLANNERS, INC.
$11M
OPULENCE PLANNING, LLC
$10M
AWG QOFB LLC
$10M
HARGIS CAPITAL MANAGEMENT, INC.
BOZEMAN, MT
$12M
-52.0% 1Y
BLACK CAT WEALTH LLC
BOZEMAN, MT
$10M
ENTRUSTED WEALTH LLC
KALISPELL, MT
$8M

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