Be advised. This firm is no longer registered.

Kappa Asset Management LLC

Kappa Asset Management LLC (CRD# 162857) is a financial advisory firm headquartered in Austin, TX. They manage $15,499,723 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

500 West 5th Street, Suite 1105, Austin, TX 78701

By the Numbers

Total Assets Under Management

15

MILLION
Total Number of Accounts

1

ACCOUNTS
Average Account Value

$15,499,723

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Kappa Asset Management LLC

No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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