Kapela

Kapela (CRD# 309601) is a financial advisory firm headquartered in San Antonio, TX. They manage $32,859,640 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4040 Broadway, Suite 240, San Antonio, TX 78209
http://www.mykapela.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $194,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kapela
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Martin, financial advisor San Antonio TX
Kyle R. Martin
CRD#: 3196021
San Antonio, TX

Kyle Martin (CRD# 3196021) is an Investment Advisor Representative working at Kapela in San Antonio, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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