KMR WEALTH ADVISORY, LLC

Overview

KMR Wealth Advisory, LLC is an independent, owner-operated registered investment adviser that serves both individual and family clients as well as institutional clients. Their advisory work emphasizes financial planning and the selection of outside managers, and the firm acts as a capital allocator—directing client capital into third-party managers when appropriate. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm reports that it is not an active ESG investor and does not operate as a multi-state adviser. Investment activity is centered on publicly available pooled vehicles, with mutual funds and public funds forming the core of client portfolios. At the same time, KMR Wealth Advisory supplements those public allocations with access to private placements and real estate through external managers and uses annuities as part of its toolkit for certain clients. The firm reports client relationships as non-discretionary, meaning clients retain final trading authority while the adviser provides recommendations and manager selection.

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Public Holdings

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Location & Offices