Kanso Capital
RIAState Registered
Total AUM
$24.1M
Discretionary
$24.1M
100% of AUM
Avg account
$139K
Accounts
173
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317708
- Website
- www.kansocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.75%
- Individuals39.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kanso Capital is an independent registered investment adviser operating as an LLC that serves individuals and families, with services tailored to small-business owners as well. The firm provides financial planning and discretionary portfolio management and charges clients on a percentage-of-assets basis, with hourly fees available for some work. Kanso Capital does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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