KM CAPITAL MANAGEMENT, LTD.

RIASEC RegisteredEst. 2017

Total AUM

$374M

Discretionary

$269M

72% of AUM

Avg account

$8.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 132887
Registered since: April 12, 2017
Website: www.kmcapitalmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI78.63%
Pooled Investment Vehicles19.32%
Charitable Organizations1.03%
Individuals1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

KM Capital Management, Ltd. is an independent registered investment adviser organized as a limited partnership and registered with the SEC in 2017. The firm functions both as an advisory manager and a capital allocator, combining direct portfolio management for individuals and small businesses with the selection and oversight of third‑party managers and pooled vehicles. Its client mix includes high‑net‑worth individuals and families as well as institutional accounts. Fee arrangements are flexible and include a percentage of assets under management, fixed fees, and performance‑based fees. Service lines listed on the firm’s filings emphasize financial planning, discretionary and non‑discretionary portfolio management for private clients and pooled investment vehicles, and manager selection. The firm does not position itself as an active ESG investor.