Klh Capital
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Overview
Klh Capital operates as a financial advisory firm headquartered in Tampa, Florida. The firm administers $593.4 million in total assets over four client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 10 financial advisors. Klh Capital is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like options, stocks and bonds.
Klh Capital oversees all of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring the customer's permission. The company supervises an average of $148.3 million in assets for every client account. The average financial advisor at Klh Capital administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's central office is at 4030 W. Boy Scout Blvd., Tampa, Florida 33607. It is allowed to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Klh Capital by the Numbers
$593.4 million
14
4
$148.3 million
Fee Structure
Fees for financial advisory services are based on which services the firm provides the client. Fee types charged by the firm most likely include some blend of the following fee structures: asset-based or performance-based. Klh Capital does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its four customers, Klh Capital's largest client type by number of accounts is pooled investment vehicles. Just 2% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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