KM Capital Management, Ltd.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 132887
- Registered since
- April 12, 2017
- Website
- www.kmcapitalmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI78.63%
- Pooled Investment Vehicles19.32%
- Charitable Organizations1.03%
- Individuals1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
KM Capital Management, Ltd. is an independent registered investment adviser organized as a limited partnership and operating since 2017. The firm serves individual and family clients as well as institutional investors and acts as a capital allocator, directing client capital to third-party managers in addition to managing portfolios directly. Advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and pooled vehicles, and selection of other advisers. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds86%
- Private Funds6%
- Other6%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Mark Tracy
Chief Financial OfficerCRD 6288468
Contacts
3 of 3
Joseph Feste
Vice PresidentCRD 5963495
Marmar Binley
Client Service ManagerCRD 5058357
Joseph Feste
Senior Managing PartnerCRD 1739013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$225M in ETFs
49%
$111M
37%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $36.3M | 443,216 | 16.11% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 1701 Directors Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Ironbridge Private Wealth, LLC
RIAAustin, TX
Redbud Advisors
RIAAustin, TX
Old Hickory Partners Management, LP
RIAAustin, TX
LBJ Family Wealth Advisors, Ltd.
RIAAustin, TX
Nixon Capital LLC
RIAAustin, TX
Stonecrest Advisors, Inc.
RIAAustin, TX