KMI WEALTH ADVISORS

Overview

KMI Wealth Advisors is an independent registered investment adviser that serves individuals, families and small institutions with a mix of financial planning and portfolio management. The firm leans toward equity-centric portfolios, using exchange-traded securities as the primary building block for client accounts while layering in mutual funds and third-party alternative managers where appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: percentage-of-assets under management is the core model, supplemented by hourly and fixed-fee engagements for specific planning or consulting work. KMI Wealth Advisors operates as a discretionary manager for most client relationships, but it also maintains a smaller set of non-discretionary mandates. The firm does not position itself as an ESG-focused allocator and is not organized as a multi-state adviser. Investment implementation appears pragmatic: core equity exposure via traded instruments, tactical use of funds, and targeted allocations to alternatives such as real estate, commodities, and energy-related strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices