Kenjol Capital Management, LLC is a large advisory firm based in Houston. It manages $204.06 million of regulatory assets for 1,059 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Louisiana, and 3 other states.
Kenjol Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and management of other ria's clients' separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kenjol Capital Management, LLC is $204.06 million. The firm's AUM has grown by 588% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kenjol Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kenjol Capital Management is high net worth individuals with 82 clients and $170.96 million of assets under management. Among the 9 most similar advisory firms, Kenjol Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $203.36 million for 190 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kenjol Capital Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kenjol Capital Management, LLC performs its advisory services is located at 9 Greenway Plaza, Houston, TX 77046, which is also the mailing address of the firm. An additional office of the firm is in Bartlesville, OK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 281-408-2538 or by fax 512-506-9397. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at republicwealthadvisors.com.