K-Wm LLC
CRD 174569SEC# 801-129130Lufkin, TX
No longer SEC-registered. K-Wm LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$24M
Employees
6
Accounts
175
Location
Lufkin, TX
K-Wm LLC assets under management
K-Wm LLC is an investment advisory firm registered with the SEC based in Lufkin, TX. It reports $24 million in regulatory assets under management and employs 6 people.
K-Wm LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Taylor J Kovar Control | Ceo & Cco | Over 75% | 2015 |
Frequently asked questions
How much does K-Wm LLC manage?
K-Wm LLC reports $24 million in regulatory assets under management on its Form ADV.
How many employees does K-Wm LLC have?
K-Wm LLC reports 6 employees.
Where is K-Wm LLC located?
K-Wm LLC is based in Lufkin, TX.
Does K-Wm LLC disclose fund performance?
K-Wm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 504 S First St., Lufkin, TX 75901 |
| Office hours | Office Visits By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$24M▲ 94%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$24Mregulatory AUM
Discretionary $23.9MNon-discretionary $102K