Km Capital Management, Ltd.

Km Capital Management, Ltd. (CRD# 132887) is a financial advisory firm headquartered in Austin, TX. They manage $136,250,000 in 60 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $2,270,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, TX

Financial Advisors at Km Capital Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph A. Feste
CRD#: 1739013
121 Luckie Street, Suite 100, Atlanta, GA 30303
93
Wealthminder
score

Joseph Feste (CRD# 1739013) is an Investment Advisor Representative working at Km Capital Management, Ltd. in Atlanta, GA and has over 30 years of experience in the finance industry.

2
Joseph W. Feste
CRD#: 5963495
1701 Directors Blvd., Suite 370, Austin, TX 78744
90
Wealthminder
score

Joseph Feste (CRD# 5963495) is an Investment Advisor Representative working at Km Capital Management, Ltd. in Austin, TX and has over 3 years of experience in the finance industry.

3
Mark R. Tracy
CRD#: 6288468
1701 Directors Blvd., Suite 370, Austin, TX 78744
90
Wealthminder
score

Mark Tracy (CRD# 6288468) is an Investment Advisor Representative working at Km Capital Management, Ltd. in Austin, TX and has 1 year of experience in the finance industry. Mark Tracy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.