KLOCKE CAPITAL GROUP, LLC

KLOCKE CAPITAL GROUP, LLC of PALM BEACH, FL is an SEC-registered investment adviser (CRD 156160). Regulatory assets under management: $98.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 156160
• SEC file number: 801-72111
• Type: Registered investment adviser
• Location: 324 ROYAL PALM WAY, PALM BEACH, FL, 33480
• Phone: (877) 991-7161
• Latest filing: 2026-03-04
• Regulatory AUM: $98.5M
• Discretionary AUM: $87.6M
• Non-discretionary AUM: $10.9M
• Clients: 1
• Accounts: 221

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search