# KTF INVESTMENTS, LLC

KTF INVESTMENTS, LLC of SEAL BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 337465
- Type: SEC-registered investment adviser
- SEC file number: 801-134137
- Location: 13001 SEAL BEACH BOULEVARD, # 250, SEAL BEACH, CA, 90740
- Phone: 562-606-5834
- Latest filing: 2026-07-30
- Regulatory AUM: $700.2M
- Discretionary AUM: $646.5M
- Non-discretionary AUM: $53.7M
- Clients: 7
- Accounts: 184

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Karey Ann Williams | CHIEF COMPLIANCE OFFICER | — |
| Jess Donato Sansone | OWNER/PARTNER | — |
| Joshua R Axel | OWNER/PARTNER | — |
| Melissa Victoria Godinez | OWNER/PARTNER | — |
| Melissa Godinez | OWNER/PARTNER | — |
| Joshua R. Axel | OWNER/PARTNER | — |
| Peter Robert Bradshaw | DIRECTOR OF BUSINESS OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337465/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337465/similar
- Related entities: https://search.stillhousedata.com/firm/337465/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337465

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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.
