KMC Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,514,981
Clients
23
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$804,999
About
KMC Wealth Management is a small, independent registered investment adviser managing roughly $18.5 million for a limited client base that includes individuals, high‑net‑worth clients, trusts, estates, retirement plans and small businesses. The firm offers portfolio management (both discretionary and non‑discretionary), financial planning, selection of third‑party money managers (SMAs), and makes insurance recommendations when appropriate.
The firm combines fundamental and technical analysis with modern portfolio theory to construct targeted asset‑allocation model portfolios, conducts periodic rebalancing and account reviews, and may place client assets with third‑party managers to match strategy and risk profiles. For a subset of strategies—notably certain alternative and cash‑management accounts—the firm implements performance‑based arrangements and uses both direct securities and SMA structures in managing client assets.
Noteworthy distinctions for this firm include registration as a commodity trading advisor and serving as investment adviser to a privately offered real‑estate holding company that acquires and rehabilitates distressed residential properties; the firm’s principal has ownership and management roles in those affiliated entities and the firm discloses and monitors those relationships for conflicts of interest. The adviser is also dually licensed to sell commissionable insurance products and receives related compensation, disclosures the firm says it addresses through internal policies and client notifications.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Business exit / sale strategy
Business succession planning
Long-term care insurance
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.50% (Equities) $1,000,000 - $5,000,000: 1.25% (Equities) $5,000,001 - $10,000,000: 1.00% (Equities) $10,000,001 - $50,000,000: 0.75% (Equities) $50,000,001 - $100,000,000: 0.60% (Equities) $100,000,001+: 0.50% (Equities) $0 - $1,000,000: 1.00% (Fixed Income) $1,000,001 - $5,000,000: 0.75% (Fixed Income) $5,000,001 - $10,000,000: 0.60% (Fixed Income) $10,000,001 - $50,000,000: 0.50% (Fixed Income) $50,000,001 - $100,000,000: 0.40% (Fixed Income)
Commission from sale of insurance products; usual and customary commissions received
Financial planning at $350 per hour
25% of asset growth on Alternative Investments, Equities, and Cash Management accounts, charged monthly
Minimum fee: Minimum quarterly fee of $750, negotiable under certain circumstances Fee-only: Financial planning fees charged at $350 per hour, negotiable, typically $1,050-$5,000 per plan
Main office location
KMC Wealth Management, LLC
101 Sunflower Lane
San Antonio TX 78213, United States
Number of offices
1
Most active in
KMC Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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
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