AUMdb

Addigence Corporation

SEC-registered Investment Adviser CRD 323504 · SEC file 801-131842 · New York, NY · www.addigence.com
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
Discretionary
Clients
2
Avg AUM / client
Accounts
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 0 $0
High net worth individuals 2 $0

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kenton Broadfoot Kilmer President Jan 2022 (5y) 50% – 75%
Robert Lee Bull Cco Mar 2022 (4y) Less than 5%
Lopiansky, Michael, Jay Coo Jan 2023 (4y) 25% – 50%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Cg88 Associates, Llc Shareholder Dec 2022 A 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (2 archived)

FormPeriodSize
Form ADV (full filing) 07/20/2026 858 KB View · PDF · Source ↗
Form ADV (full filing) 01/30/2026 858 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.

View current Form ADV (SEC/IAPD) ↗