Austin, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
KM Capital Management, Ltd.
Supported
Firm-wide stats for KM Capital Management, Ltd.
Clients per advisor
10 Very LowAvg AUM per client
$7,646,665 Very HighHNW client ratio
59% Very HighAbout
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.
Based on KM Capital Management, Ltd.
Expertise
Based on KM Capital Management, Ltd.
Location
1701 Directors Blvd., Suite 370
Austin TX 78744
Advisors at this office
2
Advisors at this office
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.
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