KLCM ADVISORS, INC.

HTTP://KLCMINC.COM/ • MILWAUKEE, WI • Investment Advisor How do I update this listing?

Also known as:

  • KITZINGER LAUTMANN CAPITAL MANAGEMENT INC

Klcm Advisors is based out of Milwaukee. Klcm Advisors is a large advisory firm with 460 clients and discretionary assets under management (AUM) of $759,093,361 (Form ADV from 2019-04-25). Their last reported 13F filing for Q2 2019 included $406,085,000 in managed 13F securities and a top 10 holdings concentration of 51.54%. Klcm Advisors's largest holding is Allegheny Technologies Inc with shares held of 1,279,697. Klcm Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 72 13F filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $406.28 Million
  • Prior Market Value $406.603 Million
  • New Purchases6 stocks
  • Additional Purchases30 stocks
  • Sold out of7 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 51.51 %
  • Turnover % [1]:12.75%
  • Turnover Alt % [2]: 8.41 %
  • Time Held Top20:11.50 quarters
  • Time Held Top10:8.10 quarters
  • Time Held All:18.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -4.86%
Performance Last 4 Quarters: -5.73%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR/A (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KLCM ADVISORS, INC.
330 E KILBOURN AVENUE SUITE 1180
MILWAUKEE WI    53202
Country: United States
Business Phone: 414-765-1234
Fax: 414-765-1237
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WI
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 460
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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KLCM ADVISORS, INC.

ownership team - last updated 2019-04-25
Name Title Start Date Direct/Indirect % Ownership
KITZINGER, JAMES, BRIAN PRESIDENT 04/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. PRESIDENT direct 1993-04-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC SECRETARY direct 1993-04-01 2015-03-19
FUDA, CARL, JOSEPH VICE PRESIDENT 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 1998-05-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PRINCIPAL direct 1998-05-01 2005-03-29
LICAU, KATHERINE, ROSE PARTNER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01
SAILER, MARK, ANTHONY CHIEF COMPLIANCE OFFICER 03/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01
CONNER, RYAN, CHRISTOPHER DIRECTOR OF CLIENT SERVICES 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. DIRECTOR OF CLIENT SERVICES direct 2018-03-01

KLCM ADVISORS, INC.

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
KITZINGER, JAMES, BRIAN PRESIDENT 04/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. PRESIDENT direct 1993-04-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC SECRETARY direct 1993-04-01 2015-03-19
FUDA, CARL, JOSEPH VICE PRESIDENT 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 1998-05-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PRINCIPAL direct 1998-05-01 2005-03-29
LICAU, KATHERINE, ROSE PARTNER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01
SAILER, MARK, ANTHONY CHIEF COMPLIANCE OFFICER 03/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01
CONNER, RYAN, CHRISTOPHER DIRECTOR OF CLIENT SERVICES 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. DIRECTOR OF CLIENT SERVICES direct 2018-03-01

KLCM ADVISORS, INC.

ownership team - last updated 2017-05-03
Name Title Start Date Direct/Indirect % Ownership
KITZINGER, JAMES, BRIAN PRESIDENT 04/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. PRESIDENT direct 1993-04-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC SECRETARY direct 1993-04-01 2015-03-19
FUDA, CARL, JOSEPH CHIEF COMPLIANCE OFFICER 05/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KLCM ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 1998-05-01
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PRINCIPAL direct 1998-05-01 2005-03-29
LICAU, KATHERINE, ROSE PARTNER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01
SAILER, MARK, ANTHONY PARTNER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC PARTNER direct 2014-07-01

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