# KMF Investments Management, LLC

> KMF Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 146210
- Filed as: KMF INVESTMENTS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146210
- AdvisorCensus page: https://advisorcensus.com/firm/kmf-investments-management-llc-146210

## Quick answers

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

**Is KMF Investments Management, LLC registered with the SEC or a state?**
KMF Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 146210.

**How much does KMF Investments Management, LLC manage?**
KMF Investments Management, LLC reports $145,965,000 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does KMF Investments Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does KMF Investments 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 SEC record: https://adviserinfo.sec.gov/firm/summary/146210

**Does KMF Investments Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 7, 2026 says: "The minimum account size, adjustable at the discretion of the Investment Manager, is $250,000."

**What changed in KMF Investments Management, LLC's recent Form ADV filings?**
In the September 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

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size, adjustable at the discretion of the Investment Manager, is $250,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $145,965,000
- Discretionary: $145,965,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $41,456,471 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $104,508,529 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 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)
- kmfinvestments.com

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMF Investments Management, LLC (CRD 146210): Form ADV filing data as of October 2026.