# KMC Wealth Management, LLC

> KMC Wealth Management, LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 167437
- Filed as: KMC WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167437
- AdvisorCensus page: https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437

## Quick answers

**How is KMC Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KMC Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is KMC Wealth Management, LLC located?**
KMC Wealth Management, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is KMC Wealth Management, LLC registered with the SEC or a state?**
KMC Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167437.

**How much does KMC Wealth Management, LLC manage?**
KMC Wealth Management, LLC reports $18,514,981 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does KMC Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (7).

**Does KMC Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167437

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $18,514,981
- Discretionary: $18,514,981
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,372,236 |
| High net worth individuals | 7 | $12,142,745 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kmcinvest.com
- LinkedIn @KEVIN-CARRASCO-330A1B14

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMC Wealth Management, LLC (CRD 167437): Form ADV filing data as of October 2026.