# KCD Financial

KCD Financial is a Bank / Wealth / Trust based in Green Bay, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Green Bay, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** kcdfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/kcd-financial

## Regulatory record

- **CRD number:** 127473
- **SEC file number:** 801-110069
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127473

## About

KCD Financial was established in 2003 and is headquartered in Green Bay, Wisconsin. The firm provides advisory services including asset management, financial planning, and portfolio management to a client base spanning individuals, high-net-worth families, pension funds, and charitable organizations. Its Midwestern base positions it as a regional wealth manager competing for mandates typically served by larger national wirehouses and registered investment advisors. The firm's service model covers asset management, financial planning, and portfolio construction. Without public disclosures tracking specific allocations, KCD Financial's investment approach is understood to center on traditional wealth management — constructing diversified portfolios across public equities, fixed income, and mutual fund structures — rather than direct private-market dealmaking. The firm does not publicly disclose co-investment activity, proprietary fund structures, or a distinct alternatives platform. KCD Financial's scale is not publicly disclosed. The firm maintains a single confirmed office in Green Bay, with no additional locations publicly identified. Headcount, assets under management, and total client assets remain unstated. No adjacent vehicles — philanthropic foundations, real-asset arms, or operating businesses — are publicly associated with the firm. KCD Financial's last observable operational milestone was its 2003 founding. What structurally distinguishes KCD Financial is its geographic posture: a wealth manager operating from a single Midwestern city, serving a mixed client base of retail, high-net-worth, and institutional accounts, without the infrastructure of a national platform or the specialization of a single-family office. This architecture — a regional advisory firm competing across client segments — places it in a category of independent wealth managers that rely on local relationships and broad service offerings rather than proprietary deal flow or sector specialization.

## Questions

### What services does KCD Financial provide?

KCD Financial offers asset management, financial planning, and portfolio management services. Its client base includes individuals, high-net-worth families, pension funds, and charitable organizations. The firm operates from a single office in Green Bay, Wisconsin, positioning it as a regional wealth manager rather than a national platform.

### Who makes investment decisions at KCD Financial?

KCD Financial does not publicly name its investment committee members or identify a chief investment officer. The firm's leadership and decision-making structure have not been disclosed through its website or public regulatory filings, limiting visibility into the individuals directing portfolio strategy.

### How large is KCD Financial in terms of assets under management or client base?

KCD Financial does not publicly disclose its assets under management, total client assets, or number of clients. Without a published AUM figure or Form ADV summary accessible for attribution, the firm's scale cannot be stated with precision. The absence of public scale metrics is common among privately held regional wealth managers.

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Last updated: 2026-06-03T20:00:00.000Z

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