Investment adviser · CRD 114305
REPUBLIC WEALTH ADVISORS
Investment adviser filing (IA)
KENJOL CAPITAL MANAGEMENT, LLC
HOUSTON, TX, United States · Form ADV filed Jan 10, 2020
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 1,059 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 82 | $170,963,305 | 83.8% |
| Individuals | 108 | $32,396,445 | 15.9% |
| Retirement plans | Fewer than 5 | $659,717 | 0.3% |
| Corporations & businesses | Fewer than 5 | $42,001 | 0.0% |
Filing source
Form ADV 1367944 · Jan 10, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 10, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9 GREENWAY PLAZA, SUITE 2120HOUSTON, TX, 77046, United States
CRD 114305
Filing source
Form ADV 1367944 · Jan 10, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.