AdvisorCensus / Financial advisors / Texas / Houston / KA Credit Advisors II, LLC
KA Credit Advisors II, LLC
Filed as KA CREDIT ADVISORS II, LLC
KA Credit Advisors II, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is KA Credit Advisors II, LLC compensated?
On its Form ADV (Item 5.E, October 2026), KA Credit Advisors II, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is KA Credit Advisors II, LLC located?
KA Credit Advisors II, LLC's principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is KA Credit Advisors II, LLC registered with the SEC or a state?
KA Credit Advisors II, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311657.
How much does KA Credit Advisors II, LLC manage?
KA Credit Advisors II, LLC reports $395,207,354 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have KA Credit Advisors II, LLC's assets and staff changed since 2021?
In the Form ADV data for KA Credit Advisors II, LLC: Regulatory assets under management: $350,000,000 in the October 2021 data and $395,207,354 in the October 2026 data, up 13%. Total employees: 45 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does KA Credit Advisors II, LLC serve?
By number of clients on Form ADV Item 5.D: business development companies (1).
Does KA Credit Advisors II, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311657
What changed in KA Credit Advisors II, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 31 to 35.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$395,207,354 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 64. Performing investment advisory functions: 35.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $395,207,354 | 64 | March 13, 2026 |
| October 2025 | $390,963,354 | 60 | February 11, 2025 |
| October 2024 | $350,354,354 | 56 | February 23, 2024 |
| October 2023 | $359,657,354 | 58 | June 16, 2023 |
| October 2022 | $353,535,000 | 46 | March 30, 2022 |
| October 2021 | $350,000,000 | 45 | July 27, 2021 |
Regulatory assets under management: $350,000,000 in the October 2021 data and $395,207,354 in the October 2026 data, up 13%.
Total employees: 45 in October 2021 and 64 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 31 to 35.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. KA Credit Advisors II, LLC (CRD 311657): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ka-credit-advisors-ii-llc-houston-tx-311657