KM Capital Management LTD.
KM Capital Management Ltd. is an SEC-registered investment adviser headquartered in Austin, Texas. Founded in 2011, the firm provides private wealth management services to high net worth individuals and select charitable organizations. With approximately 8 employees, KM Capital Management Ltd. manages portfolios primarily for individuals, focusing on comprehensive financial solutions including investment advisory, bill pay, and bookkeeping services.
Investment Strategy
KM Capital Management Ltd. focuses on customized investment advisory services tailored to the specific needs of high net worth individuals and a small number of charitable organizations. The firm constructs diversified portfolios utilizing U.S. and international equity ETFs, fixed income securities, and other pooled investment vehicles. Their approach emphasizes long-term capital growth, prudent risk management, and adapting holdings based on ongoing research and market analysis. KM Capital Management Ltd. actively manages positions and seeks to generate above-market returns with a moderate to high risk-adjusted profile, continuously monitoring allocations to respond to changing client objectives and market conditions.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 18.77% | $38.0M | 567,600 | $46.01 | $67.02 | +$3.7M |
I ITOT | ISHARES TR | 14.10% | $28.6M | 211,553 | $99.38 | $135.04 | -$1.1M |
I IWL | ISHARES TR | 7.56% | $15.3M | 100,108 | $92.02 | $153.12 | +$1.6M |
D DFIV | DIMENSIONAL ETF TRUST | 6.43% | $13.0M | 304,034 | $32.62 | $42.83 | +$843.2K |
Q QQQ | INVESCO QQQ TR | 5.75% | $11.7M | 21,141 | $391.01 | $551.64 | +$2.7M |