Kathmere Capital Management, LLC

Who works here

• AP
  Andrew Walseth Purcell
• BF
  Brian Fenlin
• BL
  Brian Lynch
• BT
  Brian Michael Todaro
• CD
  Clare P Diamond
• DH
  David Joseph Hill
• GF
  Geoffrey Frederick Forcino
• GB
  Grant Boyle
• JL
  James Nicholas Leasure
• JL
  Jason Alexander Lipka
• KD
  Kevin Doyle
• KM
  Kevin McDermott
• ML
  Matthew Hamilton Lugar
• MM
  Michael P McDermott
• NO
  Nicholas Olesen
• NR
  Nicholas Reed Ryder
• WS
  William Schumacher

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Kathmere Capital Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

305118