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William Schumacher

Kathmere Capital Management, LLC

Wayne, PA

CRD 6842394

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Employer firm

Kathmere Capital Management, LLC CRD 305118

$3.48B regulatory AUM 63 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kathmere Capital Management, Llc

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-01-29
  • PA RA
    APPROVED
    Since 2024-01-29

Branch Locations

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 08/2017 12/2021
Clemson University Clemson SC 08/2013 05/2017
Kathmere Capital Management, Llc Wayne PA 01/2022 Present
  • 08/2017 → 12/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2013 → 05/2017
    Clemson University
    Clemson, SC
  • 01/2022 → Present
    Kathmere Capital Management, Llc
    Wayne, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-20
  • S63 Uniform Securities Agent State Law Examination
    2017-09-20
Designations
  • Certified Financial Planner
Other Names
  • Will Henry Schumacher
  • William Schumacher
  • William Henry Schumacher

View on SEC IAPD

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