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Richard M Kleberg

Luther King Capital Management Corp.

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About Richard M Kleberg

Richard M. Kleberg is an investment advisor representative with Luther King Capital Management Corp., based in Fort Worth, Texas. Richard has been in the industry since 1996. Richard obtained his Series 65 license in June 2004. Richard is registered in Texas. Luther King Capital Management Corp. provides investment advisory services to a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. The firm's services include portfolio management, financial planning, and investment consulting.

Firm Information

Richard Kleberg is currently registered with Luther King Capital Management Corp.. Luther King Capital Management Corp. is an investment advisor headquartered in Fort Worth, Texas. The firm provides a variety of investment advisory services to individuals, businesses, and institutions. These services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers investment consulting services, financial planning, and other advisory services. As of 2023, the firm manages approximately $30.5 billion in assets.
Luther King Capital Management Corp.

301 COMMERCE STREET

FORT WORTH, TX 76102

$30.49B

Assets Under Management

Not reported

Total Clients

30

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment consulting services/non-discretionary investment advice

Investment consulting services/non-discretionary investment advice

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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Richard Kleberg’s Registration & Firm History

TX

05/10/2011 - Present

Luther King Capital Management Corp. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 06/16/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard M Kleberg.
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