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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 07-28-2020
- Office Locations
- 1
Office Locations
About Kapela
Kapela is a San Antonio–based RIA serving business owners, entrepreneurs, and families with planning-led advice spanning investment management, retirement, tax, estate, and insurance planning. The firm uses a custom Asset-Map Report to visually map the household, surface gaps, and align family and business goals. Portfolios commonly use ETFs alongside fixed income exposure (including high-yield corporate and municipal bonds) and are custodied with Fidelity/NFS.
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Owner & Executives
KYLE RODNEY MARTIN
Chief Compliance Officer, President
- CRD
- #3196021
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,430,134 | -- |
| Non-Discretionary | $2,983,843 | -- |
| Total | $50,413,977 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,413,977
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $87,617,091 | 17.9% |
| Equity - Exchange | $99,364,634 | 20.3% |
| Corporate - Non-Investment Grade | $50,416,539 | 10.3% |
| Other | $34,263,667 | 7.0% |
| Municipal Bonds | $49,927,058 | 10.2% |
| Cash | $77,337,991 | 15.8% |
| U.S. Government/Agency | $90,553,978 | 18.5% |
| Total | $489,480,958 | 100.0% |