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Joseph Andrew Feste

KM Capital Management, Ltd.

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About Joseph Andrew Feste

Joseph Feste is an investment advisor representative at KM Capital Management, Ltd., a firm based in Austin, Texas. Joseph has been in the industry since 1987 and has a Series 7 and a Series 63 license. Joseph has been registered with KM Capital Management, Ltd. since 2004. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and bookkeeping services. Joseph has a strong track record of helping clients reach their financial goals.

Firm Information

Joseph Feste is currently registered with KM Capital Management, Ltd.. KM Capital Management, Ltd. is an investment advisor headquartered in Austin, TX. They manage approximately $307.9 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and bookkeeping services.
KM Capital Management, Ltd.

1701 DIRECTORS BLVD.

AUSTIN, TX 78744

$307.91M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bookkeeping services

Bookkeeping services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Feste’s Registration & Firm History

GA

11/01/2004 - Present

KM Capital Management, Ltd. (ATLANTA GA)

TX

05/20/2004 - 09/16/2009

ELTEKON SECURITIES, LLC (WEST LAKE HILLS TX)

NY

08/07/2000 - 06/03/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

03/02/1998 - 08/07/2000

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

09/23/1994 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

MO

01/02/1991 - 09/30/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NJ

01/01/1991 - 01/04/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

09/24/1987 - 01/01/1991

ROTAN MOSLE INC.

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Licenses & Designations

BC

Issued 10/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Andrew Feste.
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