Asset manager · Miami, FL
KI Capital Wealth Management US LLC
SEC-registered investment adviser · CRD 317738 · SEC 801-136870
At a glance
KI Capital Wealth Management US LLC is an SEC-registered investment adviser based in Miami, Florida, with $146 million in regulatory assets under management as of its Form ADV filed July 14, 2026. Its largest client group by assets is corporations or other businesses, and it reports 94 individual clients. By Form ADV it is a asset manager, ranked 2,219th of 3,218 asset managers and 13,825th of 17,210 SEC-registered advisers by assets.
Main office 520-710-0826As filed on Form ADV
- Regulatory AUM
- $146M
- Rank among asset managers
- #2,219 of 3,218
- Rank among all SEC RIAs
- #13,825 of 17,210
- Rank in Florida
- #864 of 1,090
- Individual clients
- 94
- High-net-worth clients
- 8
- Accounts
- 101
- Discretionary
- 27% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Gloria M Santoyo SadaChief Business Development Officer & Managing Director
- Rodrigo Gomez AlatorrePresident
- Inigo X. Reynoso MalvidoChief Compliance Officer & Operations Director
- Leopoldo Reyna NavaVice President
- Leonel A. Fuentes PerezDirector of Investments & Portfolio Manager
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Forex Brokerage Services.
- Forex Brokerage Services
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 7 | $106M | 72% |
| High-net-worth individuals | 8 | $22M | 15% |
| Individuals | 86 | $18M | 13% |
Disciplinary disclosures
KI Capital Wealth Management US LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on KI Capital Wealth Management US LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 688 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does KI Capital Wealth Management US LLC manage?
KI Capital Wealth Management US LLC reports $146 million in regulatory assets under management across 101 accounts, 27% of it on a discretionary basis, on its Form ADV filed July 14, 2026.
What kind of firm is KI Capital Wealth Management US LLC?
KI Capital Wealth Management US LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are KI Capital Wealth Management US LLC’s clients?
By assets, its largest client types are corporations or other businesses ($106 million, 7 clients); high-net-worth individuals ($22 million, 8 clients); individuals ($18 million, 86 clients).
Does KI Capital Wealth Management US LLC have any disciplinary history?
KI Capital Wealth Management US LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is KI Capital Wealth Management US LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →