RIA Intel›Advisers›California›KOCH CAPITAL MANAGEMENT LLC

KOCH CAPITAL MANAGEMENT LLC

Advisory

ALAMO, CA

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in CA
#3,451
of 5,480 advisers by AUM
Average account
$410K
across 123 accounts
AUM per adviser
$50M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM
$50M
Discretionary %
96.9%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$50M
Discretionary AUM$49M
Non-Discretionary AUM$2M
Discretionary %96.9%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

GOLDSMITH & SZABO LLC
LOS ALTOS, CA
$50M
+12.7% 1Y
HAYES HART CPA'S WEALTH MANAGEMENT, INC
CORONADO, CA
$50M
FATA PATRICIA
TIBURON, CA
$50M
ROBERT SOMERVILLE KELLING JR.
BERKELEY, CA
$50M
+11.8% 1Y
LIGHTHOUSE ASSET MANAGEMENT CORP
SOQUEL, CA
$51M
-19.1% 1Y
STONE & YOUNGBERG LLC
SAN FRANCISCO, CA
$50M
-71.9% 1Y

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