KBIS CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
313419
Registered since
March 25, 2021

Firm profile

FINTRX

Overview

Kbis Capital is organized as a limited liability company and has been SEC-registered since 2021. The firm operates primarily as sponsor and general partner — serving as the managing member of pooled investment vehicles rather than acting as a third-party capital allocator. Public-facing disclosures indicate it does not position itself as an active ESG investor, and it is not registered as a multi-state advisor. Ownership is identified as a mix of a domestic entity and an individual.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Luis Yanes

    Founder and CEOCRD 7355529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
240 Crandon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth