KI Capital Wealth Management US LLC

RIASEC RegisteredEst. 2026
Total AUM
$146M
Discretionary
$39.2M
27% of AUM
Avg account
$1.4M
Accounts
101
Employees
5
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
317738
Registered since
July 23, 2026
Custodians
UBS FINANCIAL SERVICES INC., PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses72.42%
  • HNWI15.02%
  • Individuals12.57%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

KI Capital Wealth Management US LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management services to both individuals/families and institutional clients, with explicit advisory coverage for individuals/small businesses as well as for businesses and institutions. Its client-fee model combines a percentage-of-assets arrangement with the option for performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also is not designated as a capital allocator. Industry affiliations include relationships with a broker-dealer and with other investment advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 30%, Cash & Cash Equivalents 13%, Public Funds/Mutual Funds 5%, Sovereign Bonds 1%50%
  • Exchange Traded Equities50%
  • US Government Bonds30%
  • Cash & Cash Equivalents13%
  • Public Funds/Mutual Funds5%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Gloria Santoyo Sada

    Chief Business Development OfficerCRD 8302134

Contacts

3 of 4
  • Leonel Fuentes Perez

    Director of InvestmentsCRD 8245003

  • Leopoldo Reyna Nava

    Vice PresidentCRD 7473886

  • Inigo Reynoso Malvido

    Inigo Reynoso Malvido

    Director of Operations and ComplianceCRD 7473256

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
2980 Mc Farlane Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth