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KLH CAPITAL

4030 W. Boy Scout Blvd.
Suite 925
Tampa, Florida 33607
Tel: 813-222-0160

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About KLH CAPITAL

KLH CAPITAL, formally registered with the SEC as KLH CAPITAL. The firm was established in 06/28/2019. They have over 1 offices throughout the country.

KLH CAPITAL is a Tampa, Florida based Financial Planning firm with nearly $734,002,535 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304294
SEC#801-116869
Assets Managed by Firm$734,002,535
No. of Clients3
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$734,002,535

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