# KI Capital Wealth Management US LLC

> KI Capital Wealth Management US LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 317738
- Filed as: KI CAPITAL WEALTH MANAGEMENT US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317738
- AdvisorCensus page: https://advisorcensus.com/firm/ki-capital-wealth-management-us-llc-miami-fl-317738

## Quick answers

**How is KI Capital Wealth Management US LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KI Capital Wealth Management US LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is KI Capital Wealth Management US LLC located?**
KI Capital Wealth Management US LLC's principal office is in Miami, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is KI Capital Wealth Management US LLC registered with the SEC or a state?**
KI Capital Wealth Management US LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317738.

**How much does KI Capital Wealth Management US LLC manage?**
KI Capital Wealth Management US LLC reports $145,850,933 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (27% discretionary).

**What types of clients does KI Capital Wealth Management US LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (8); corporations or other businesses not listed above (7).

**Which custodians does KI Capital Wealth Management US LLC use?**
KI Capital Wealth Management US LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does KI Capital Wealth Management US 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/317738

**What changed in KI Capital Wealth Management US LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $145,850,933
- Discretionary: $39,221,650
- Non-discretionary: $106,629,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $18,329,637 |
| High net worth individuals | 8 | $21,900,567 |
| Corporations or other businesses not listed above | 7 | $105,620,729 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Lomas de Chapultepec

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KI Capital Wealth Management US LLC (CRD 317738): Form ADV filing data as of October 2026.