KM Capital Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$298,219,947
Clients
39
Advisors
4
across 3 offices
About
KM Capital Management is a private wealth management firm that advises high‑net‑worth individuals and also serves as a sub‑adviser to a privately offered pooled investment vehicle, KMGrowth Fund I, L.P. Its service offering includes discretionary and non‑discretionary investment advisory services, bill‑pay and bookkeeping, and other concierge and administrative support.
The firm emphasizes wealth preservation and risk management through asset allocation and the use of low‑cost mutual funds and ETFs, while also incorporating individual securities, private funds, and direct private placements where suitable for client objectives. For its pooled vehicle work, KMC provides sub‑advisory consulting on sourcing, screening, evaluation and underwriting of private‑market investments and uses third‑party platforms and sub‑advisers to implement tax‑aware model strategies.
What distinguishes KMC from many peers is its active role in private fund management and its acceptance of performance‑based compensation in certain private placements and fund arrangements, with disclosed controls intended to address related conflicts of interest. The firm also manages a relatively concentrated client base and provides operational, bookkeeping, and concierge services that reflect a more bespoke relationship model than is typical for many team advisory firms.
Client services
Expertise
Fee options
Flat fees may be charged for bookkeeping and certain non-advisory/concierge services; amounts negotiated individually.
$0 - $999,999: 1.50% annually $1,000,000 - $4,999,999: 1.25% annually $5,000,000 - $9,999,999: 1.00% annually $10,000,000+: Negotiable
Certain individuals receive commissions on sales of insurance products; commissions are separate from advisory fees.
Performance-based fees including carried interest from Fund (10% carried interest split as 4% to investment manager and 6% to KMC as sub-adviser) and performance fees for certain Direct Private Placements once minimum return is met.
Account minimum: $2,500,000
Main office
See office1701 Directors Blvd., Suite 370
Austin TX 78744
Advisors at this office
2
Offices (3)
Most active in
Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph F
Series 65
Austin, TX
KM Capital Management, Ltd.
Joseph Feste is a financial advisor at KM Capital Management, Ltd. in Austin, TX, holding a Series 65 designation with 11 years of industry experience. He has been with KM Capital Management since 2014. KM Capital Management serves a small base of primarily high-net-worth individual clients through discretionary and non-discretionary portfolio management, sub-advisory services to a private pooled investment vehicle, and offers additional administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient exposures and leverages third-party sub-advisers and technology to support tax-aware portfolio management, with a notable role in private markets including private fund investments and direct private placements.
Mark T
CFP®
Austin, TX
KM Capital Management, Ltd.
Mark Tracy is a CFP® with 12 years of industry experience, currently serving as an advisor at KM Capital Management, Ltd. in Austin, TX. He has been with the firm since 2005. KM Capital Management serves a select group of primarily high-net-worth individuals through discretionary and non-discretionary portfolio management, and also acts as sub-advisor to a private investment fund. The firm focuses on wealth preservation and risk management using diversified, cost-efficient strategies and provides additional administrative services such as bill-pay and bookkeeping.
Marmar B
Series 65, Series 66
Roanoke, TX
KM Capital Management, Ltd.
Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity Investments, TD Ameritrade, Sage Capital Advisors, and Wells Fargo Investments. Outside of his advisory role, he is an independent consultant distributing skin care products for Rodan & Fields and Olive Tree People. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as a sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management using diversified asset allocation, including low-cost funds and private-market investments, and offers personalized operational and concierge services.
Joseph F
Series 63
San Antonio, TX
KM Capital Management, Ltd.
Joseph Feste is a financial advisor at KM Capital Management, Ltd. in San Antonio, TX, holding a Series 63 designation with 24 years of industry experience. He has been with KM Capital Management since 2004. KM Capital Management primarily serves high-net-worth individual clients through discretionary and non-discretionary portfolio management, also providing administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient investments and offers sub-advisory services to a private fund while managing private market investments for eligible clients.
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