Koda Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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.
Average account size
—
About
Koda Capital Management LLC provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients. The firm prepares an Investment Policy Statement for each client and tailors asset selection and monitoring to individual goals, time horizons, and risk tolerances; as of March 2026 it reports no assets under management and no client accounts, reflecting its recent registration.
The firm’s investment approach blends charting, fundamental, quantitative and technical analysis and can employ both long- and short-term trading, including margin and short sales, as well as ETFs, REITs, commodities and non‑U.S. securities. The adviser generally seeks discretionary authority to implement portfolios and requires clients to custody accounts with a specified broker‑dealer, while financial planning is typically delivered as a one‑time plan unless additional services are engaged.
Noteworthy compared with many solo independent advisers, the firm requires use of a single custodian (Interactive Brokers) and documents policies for potentially higher‑risk strategies such as margin borrowing and short selling. The firm does not participate in wrap‑fee programs, does not select third‑party managers, and reports receiving no soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
Between $1,200 and $3,000 fixed fee for financial planning services
$50,000 - $1,000,000: 1.00% $1,000,001+: 0.90%
Between $150 and $300 per hour for financial planning services
Account minimum: $50,000
Main office location
Koda Capital Management LLC
Aptos CA, United States
Number of offices
1
Most active in
Koda Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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 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.
Forms ADV
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