# KBC HOLDINGS LLC

KBC HOLDINGS LLC of BRAINTREE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 145988
- Type: SEC-registered investment adviser
- SEC file number: 801-68684
- Location: 150 GROSSMAN DRIVE, SUITE 309, BRAINTREE, MA, 02184
- Phone: 781 792 2930
- Latest filing: 2025-11-21
- Regulatory AUM: $249.0M
- Discretionary AUM: $7.6M
- Non-discretionary AUM: $241.4M
- Clients: 1
- Accounts: 27

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Paul Mccarthy | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Jason Ingraham | LLC MEMBER | — |
| MCCARTHY MICHAEL PAUL | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| INGRAHAM JASON | LLC MEMBER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-07-31 | regulatory | THE STATE OF MASSACHUSETTS ALLEGED THAT KBC, AS A FEDERAL COVERED ADVISER, FAILED TO ENSURE THAT ITS INVESTMENT ADVISER REPRESENTATIVE WAS PROPERLY REGISTERED TO CONDUCT BUSINESS IN THE STATE FROM JANUARY 1, 2018 TO DECEMBER 11, 2024. | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145988/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145988/similar
- Related entities: https://search.stillhousedata.com/firm/145988/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145988

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.