Kanso Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kanso Capital provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, small businesses, non‑profit entities, and trusts. The firm delivers written financial plans that address retirement, estate and incapacity planning, cash flow and debt management, business planning, and charitable giving, and implements investment programs through its in‑house models.
The firm’s investment approach combines Modern Portfolio Theory with fundamental analysis, favoring low‑cost passive funds while selectively using active managers when the adviser believes they may add value; portfolios are constructed for diversification and may include exposures such as real estate and gold. Management is discretionary, and the firm explicitly incorporates clients’ business interests, real estate, and private investments into portfolio recommendations and also provides 401(k) plan design and 3(21) fiduciary services for small employers.
Noteworthy features include a relatively small asset base (about $18 million) spread across roughly 54 client relationships and a policy that links planning to management by waiving hourly planning fees for clients who take investment management. The firm’s principal holds CFP certification with prior trust operations and brokerage experience, and the firm leaves custody and proxy‑voting responsibilities with clients’ independent custodians.
Client services
Expertise
Fee options
$0 - $5 Million: 1.00% $5 Million+: Negotiable
$200 per hour, calculated in 15 minute increments, fees may be negotiable
Main office
Bothell WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Kanso Capital · Kanso Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)