K
$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2013
- Office Locations
- 1
Office Locations
101 Sunflower Lane SAN Antonio TX
About KMC Wealth Management, LLC
KMC Wealth Management, LLC is a San Antonio-based, retail-focused RIA serving business owners and entrepreneurs with financial planning, tax and estate planning, and business-succession guidance. Portfolios emphasize ETFs and fixed income (investment-grade corporates) and may incorporate insurance and annuity solutions. Custody relationships include Interactive Brokers and Axos.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$805.0K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KEVIN MICHAEL CARRASCO
Chief Compliance Officer, Founder, President
- CRD
- #3222090
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,514,981 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,514,981 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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