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SEC-registered adviser

K••• C•••••• I••

No RAUM reportedHouston, TexasCRD 315355SEC 801-122125websiteIAPD
Latest filing May 7, 2026
First filing on the tape Jul 20, 2021 · 9 filings
SEC status approved since Dec 1, 2021
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM: $0
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Feb 8, 20220 then
Employees (5.A)1 as of May 7, 2026
Feb 8, 20221 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed fees, subscriptionreportedItem 5.E
Advisory activities
publications, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
5reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••• J••• · President; Cco; Director; Shareholdercontrol
        since 10/2020 · owns 50% to 75%
      • H••• S•••• · Shareholder
        since 04/2023 · owns 10% to 25%
      • X•• H••• · Shareholder
        since 07/2021 · owns 10% to 25%
      • Z••••• Y••• · Shareholder
        since 07/2021 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • compensation changedChange between filings · filing May 7, 2026
        subscription fees (Item 5.E.3): no on the filing of 2024-03-20, yes on the filing of 2026-05-07
        peers: other advisers, under $100M (666)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · unset to 0.0
        Mar 20, 2024 to May 7, 2026
      • Advisory activities · 1 to 2
        Mar 20, 2024 to May 7, 2026
      • Individual clients · unset to 5.0
        Mar 20, 2024 to May 7, 2026
      • Financial planning clients · unset to 0
        Mar 20, 2024 to May 7, 2026
      • Discretionary RAUM · unset to 0.0
        Mar 20, 2024 to May 7, 2026
      • Individual RAUM · unset to 0.0
        Mar 20, 2024 to May 7, 2026
      • Non-discretionary RAUM · unset to 0.0
        Mar 20, 2024 to May 7, 2026
      • RAUM · unset to 0.0
        Mar 20, 2024 to May 7, 2026
      • HQ city · LEANDER to HOUSTON
        Oct 1, 2021 to Nov 22, 2021
      Signals
      1 dated events
      • K••• C•••••• I•• filed its initial SEC registration (Form ADV)
        Jul 20, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      k•••.aireportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      517-775-9786reportedpublic record, Form ADV, May 7, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026