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KM CAPITAL MANAGEMENT, LTD.
1701 Directors Blvd.
Suite 370
Austin, Texas 78744
Tel: 512-697-0290
About KM CAPITAL MANAGEMENT, LTD.
KM CAPITAL MANAGEMENT, LTD, formally registered with the SEC as KM CAPITAL MANAGEMENT, LTD. The firm was established in 04/12/2017. They have over 2 offices throughout the country.
KM CAPITAL MANAGEMENT, LTD. is a Austin, Texas based Financial Planning firm with nearly $307,905,099 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132887 |
| SEC# | 801-110262 |
| Assets Managed by Firm | $307,905,099 |
| No. of Clients | 246 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (BOOKKEEPING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 246 | $307,905,099 |
| Individuals (other than high net worth individuals) | 16 | $4,979,066 |
| High net worth individuals | 23 | $297,451,824 |
| Charitable organizations | 1 | $3,886,396 |
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