Overview
Assets Under Management: $72 million
High-Net-Worth Clients: 84
Average Client Assets: $0.9 million
Frequently Asked Questions
KDM CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285763), KDM CAPITAL LLC is subject to fiduciary duty under federal law.
KDM CAPITAL LLC serves 84 high-net-worth clients according to their SEC filing dated August 07, 2025. View client details ↓
According to their SEC Form ADV, KDM CAPITAL LLC offers portfolio management for individuals. View all service details ↓
KDM CAPITAL LLC manages $72 million in client assets according to their SEC filing dated August 07, 2025.
According to their SEC Form ADV, KDM CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.90%
Average Client Assets: $0.9 million
Total Client Accounts: 101
Discretionary Accounts: 101
Regulatory Filings
CRD Number: 285763
Filing ID: 2008382
Last Filing Date: 2025-08-07 14:00:00