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| KI Capital Wealth Management US LLC
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|
|
|---|---|
| CRD # | 317738 |
| SEC # | 801-136870 |
| CIK # | |
| AUM | $145.9 M (2026-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 520-710-0826 |
| Address | 2980 Mcfarlane Road Miami, FL 33133 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 18.3 |
| (b) Individuals (high net worth individuals) | 8 | 21.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 105.6 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 145.9 |
| By Discretionary | ||
| Discretionary | 93 | 39.2 |
| Non-Discretionary | 8 | 106.6 |
| Total | 101 | 145.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 145.9 | |
| United States Persons | 0.0 | |
| Total | 101 | 145.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core Alpha Inc
✚
|
NY | 0.1 |
|
Millennial Wealth Advisors LLC
✚
|
0.1 | |
|
FC Wealth Inc
✚
|
WA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
North Compass Financial Advisors LLC
✚
|
MN | 0.1 |
|
The Stewardship Center Inc
✚
|
0.1 | |
|
Bluewater Wealth Advisors LLC
✚
|
AL | 0.1 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.1 |
|
Summit Hill Wealth Management LLC
✚
|
CO | 0.1 |
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |