DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

K•••••• H••• I••••••••• M•••••••••

Other adviserBrentwood, TennesseeCRD 328876SEC 801-129164websiteIAPD
Legal name K•••••• H••• I••••••••• M••••••••• L••
Latest filing Jul 30, 2026
First filing on the tape Nov 3, 2023 · 9 filings
SEC status approved since Dec 1, 2023
RAUM
$2.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
7 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$2.8B as of Jul 30, 2026
Mar 22, 2024$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 22, 20240 then
Employees (5.A)9 as of Jul 30, 2026
Mar 22, 20244 then
Private funds: no history
RAUM +22% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 30, 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
$47.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived6 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$2.8B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
59reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=true 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
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• D••••• A••••• · Chief Compliance Officercontrol
        since 11/2024 · owns less than 5%
      • C•••••••• B••••• A••••••• · Secretarycontrol
        since 08/2024 · owns less than 5%
      • T•••••• R•••••• N••••••• · Manager & Presidentcontrol
        since 08/2024 · owns less than 5%
      Entity owners
      • K••••••• H••• • A••••••••• L•• · Owner
        direct · owns 75% or more
      • K• A••••••••• L•• · Member
        indirect · owns 75% or more of K• I••••••••• H•••••••• L••
      • K• T••••• L•• · Member
        indirect · owns 75% or more of K• A••••••••• L••
      • V••••••• I••• · Member
        indirect · owns 75% or more of K• T••••• L••
      • K• I••••••••• H•••••••• L•• · Owner
        indirect · owns 75% or more of K••••••• H••• • A••••••••• L••
      Related persons
      Schedule D 7.A
      • K••••••• H••• • A••••••••• L••
        banky
      • P••••• • C••
        bankn
      Advisers that list K•••••• H••• I••••••••• M••••••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Crete, IL1 employees
      • Dallas, TX1 employees
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 50 to 59
        Mar 21, 2025 to Mar 12, 2026
      • Corporate clients · 27 to 28
        Mar 21, 2025 to Mar 12, 2026
      • Financial planning clients · 0 to 11-25
        Mar 21, 2025 to Mar 12, 2026
      • Discretionary RAUM · $2.3B to $2.8B
        Mar 21, 2025 to Mar 12, 2026
      • RAUM · $2.3B to $2.8B
        Mar 21, 2025 to Mar 12, 2026
      • Accounts · 41 to 50
        Nov 19, 2024 to Mar 21, 2025
      • Advisory employees · 4 to 7
        Nov 19, 2024 to Mar 21, 2025
      • Advisory activities · 2 to 3
        Nov 19, 2024 to Mar 21, 2025
      • Corporate clients · 26 to 27
        Nov 19, 2024 to Mar 21, 2025
      • Employees · 6 to 9
        Nov 19, 2024 to Mar 21, 2025
      • Financial planning clients · 1-10 to 0
        Nov 19, 2024 to Mar 21, 2025
      • Other offices · 3 to 5
        Nov 19, 2024 to Mar 21, 2025
      • Discretionary RAUM · $1.3B to $2.3B
        Nov 19, 2024 to Mar 21, 2025
      • RAUM · $1.3B to $2.3B
        Nov 19, 2024 to Mar 21, 2025
      • Accounts · 27 to 41
        Mar 22, 2024 to Aug 30, 2024
      • Corporate clients · 27 to 26
        Mar 22, 2024 to Aug 30, 2024
      • Employees · 4 to 6
        Mar 22, 2024 to Aug 30, 2024
      • Financial planning clients · 0 to 1-10
        Mar 22, 2024 to Aug 30, 2024
      • Discretionary RAUM · $1.2B to $1.3B
        Mar 22, 2024 to Aug 30, 2024
      • RAUM · $1.2B to $1.3B
        Mar 22, 2024 to Aug 30, 2024
      • Accounts · 41 to 27
        Nov 9, 2023 to Mar 22, 2024
      • Advisory employees · 3 to 4
        Nov 9, 2023 to Mar 22, 2024
      • Advisory activities · 1 to 2
        Nov 9, 2023 to Mar 22, 2024
      • Employees · 3 to 4
        Nov 9, 2023 to Mar 22, 2024
      • Other offices · 2 to 3
        Nov 9, 2023 to Mar 22, 2024
      • Discretionary RAUM · $1.1B to $1.2B
        Nov 9, 2023 to Mar 22, 2024
      • RAUM · $1.1B to $1.2B
        Nov 9, 2023 to Mar 22, 2024
      • Legal name · K•••••• H••• I••••••••• M••••••••• to K•••••• H••• I••••••••• M••••••••• L••
        Nov 3, 2023 to Nov 9, 2023
      • Succession · true to false
        Nov 3, 2023 to Nov 9, 2023
      Signals
      6 dated events
      • K•••••• H••• I••••••••• M••••••••• reported RAUM $2.3B, up 83% from $1.3B (2024-11-19 to 2025-03-21)
        Mar 21, 2025 · RAUM change · derived
      • A••••• D•••• B•••• (Chief Compliance Officer) appeared on Schedule A of K•••••• H••• I••••••••• M•••••••••
        Nov 19, 2024 · Control person joined · fact
      • S••••• P••• B•••• (Chief Compliance Officer) no longer on Schedule A of K•••••• H••• I••••••••• M••••••••• (listed 2024-10-01, absent 2024-11-19)
        Nov 19, 2024 · Control person left · inference
      • Anders D•••• Hiteshew (Senior Vice President) no longer on Schedule A of K•••••• H••• I••••••••• M••••••••• (listed 2024-08-30, absent 2024-10-01)
        Oct 1, 2024 · Control person left · inference
      • K•••••• H••• I••••••••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Nov 3, 2023 · Succession (Item 4) · fact
      • K•••••• H••• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)
        Nov 3, 2023 · 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
      khim.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      224-7243809reportedpublic record, Form ADV, Jul 30, 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
      Other adviserderiveda 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