KI CAPITAL WEALTH MANAGEMENT US LLC

Overview

KI Capital Wealth Management US LLC is an independent registered investment adviser organized as an LLC and owned by an individual proprietor. The firm provides portfolio management services focused on individuals, families and select institutional relationships, and it also lists small businesses among its advisory clients. Its client-facing fee model combines a percentage-of-assets-under-management charge with the potential for performance-based fees. KI Capital identifies as not being an active ESG investor and does not present itself as a multi-state advisory platform or a pension consultant. The firm lists affiliations that include a broker-dealer relationship and another investment adviser.

Assets & Accounts

Investments & Alternatives