KMC WEALTH MANAGEMENT, LLC

Overview

KMC Wealth Management, LLC is a small independent registered investment adviser that serves individual and family clients and acts as a capital allocator across both public and private markets. The firm combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with selection of third‑party managers and insurance brokerage services. Their regulatory filings identify activity as a CPO/CTA, which aligns with the firm’s use of commodity and energy exposures alongside more conventional investments. Investment preferences skew toward equities: exchange‑traded securities account for the largest share of the firm’s reported assets. At the same time KMC intentionally allocates to private real estate and commodity‑related strategies and uses annuities and mutual funds as portfolio building blocks or liability management tools. Fee arrangements at the firm are varied (percentage of AUM, hourly, fixed, and performance‑based), suggesting flexibility in structuring client engagements and in managing special situations for higher‑net‑worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices