Roanoke, TX Office

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.