Modern Wealth Management, a registered investment advisory (RIA) firm, has announced an asset purchase agreement of El Segundo, Calif.–based Kaye Capital Management (KCM), a fee-only RIA with more than $700 million in assets under management and an additional $300 million in assets under advisement. KCM offers financial planning and investment management services, along with a dedicated institutional retirement planning business. With this transaction, Modern Wealth surpasses $8.5 billion in AUM and completes its fourth acquisition of 2025.
Established in 2000, KCM provides wealth management services to a diverse client base of corporate executives, public servants, physicians, attorneys, entrepreneurs, film directors, writers and retirees across California and beyond. The firm also offers institutional retirement planning services for corporations and nonprofit organizations. Led by Ken Watten and David Hilton, both of whom join Modern Wealth as managing directors, KCM man
