# Koch Capital Management LLC

> Koch Capital Management LLC is a state-registered investment advisory firm in Alamo, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 148575
- Filed as: KOCH CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alamo, CA
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148575
- AdvisorCensus page: https://advisorcensus.com/firm/koch-capital-management-llc-alamo-ca-148575

## Quick answers

**How is Koch Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Koch Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Koch Capital Management LLC located?**
Koch Capital Management LLC's principal office is in Alamo, CA, according to its Form ADV.

**Is Koch Capital Management LLC registered with the SEC or a state?**
Koch Capital Management LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148575.

**How much does Koch Capital Management LLC manage?**
Koch Capital Management LLC reports $50,433,616 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (97% discretionary).

**What types of clients does Koch Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (5).

**Does Koch Capital 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/148575

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,433,616
- Discretionary: $48,859,531
- Non-discretionary: $1,574,085

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $741,632 |
| High net worth individuals | 14 | $49,691,984 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kochcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Koch Capital Management LLC (CRD 148575): Form ADV filing data as of October 2026.