$50.4M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2008
- Office Locations
- 1
Office Locations
3153 VIA Larga Alamo CA
About Koch Capital Management LLC
Koch Capital Management LLC is a California-based Registered Investment Adviser providing investment management (asset allocation, risk assessment, portfolio product selection, and account management) alongside retirement planning. Portfolios primarily use ETFs, with custody at Charles Schwab and Vanguard. It also offers non-advisory personal finance education through its Informed Household® platform.
Team overview
60 AVG AGE
$50.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES EDWARD KOCH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5604620
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,859,531 | -- |
| Non-Discretionary | $1,574,085 | -- |
| Total | $50,433,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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