KLCM Advisors, Inc.
KLCM Advisors, Inc. is a Milwaukee, Wisconsin-based independent registered investment adviser founded as Kitzinger Lautmann Capital Management Inc. The firm primarily serves high net worth individuals, families, and charitable organizations with tailored investment management and advisory services. As of March 2025, KLCM Advisors manages approximately $1.5 billion in assets for over 600 accounts, with a professional team of 12 employees. The firm is known for its personalized approach serving both individuals and select institutional clients.
Investment Strategy
KLCM Advisors implements a long-term, research-driven investment strategy, focusing on constructing diversified portfolios of publicly traded equities and fixed income tailored to client objectives and risk tolerance. The firm emphasizes fundamental analysis, security selection, and active management, primarily on a discretionary basis. This approach serves both high net worth individuals and charitable entities, seeking to preserve and grow capital responsibly over time.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp. | 27.09% | $254.8M | 1,613,060 | $50.40 | $157.99 | +$71.2M |
C C | Citigroup Inc. | 3.50% | $33.0M | 387,142 | $50.26 | $85.12 | +$5.1M |
B BA | Boeing Co. | 3.31% | $31.1M | 148,609 | $182.02 | $209.53 | +$240.9K |
A ATI | Allegheny Technologies Inc. | 3.17% | $29.8M | 345,263 | $25.80 | $86.34 | +$5.4M |
A AAPL | Apple Inc. | 2.69% | $25.3M | 123,458 | $161.37 | $205.17 | +$8.7M |