Kanso Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,115,220
Clients
58
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
HighAverage account size
$415,780
About
Kanso Capital provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, small businesses, non‑profit entities, and trusts. The firm delivers written financial plans that address retirement, estate and incapacity planning, cash flow and debt management, business planning, and charitable giving, and implements investment programs through its in‑house models.
The firm’s investment approach combines Modern Portfolio Theory with fundamental analysis, favoring low‑cost passive funds while selectively using active managers when the adviser believes they may add value; portfolios are constructed for diversification and may include exposures such as real estate and gold. Management is discretionary, and the firm explicitly incorporates clients’ business interests, real estate, and private investments into portfolio recommendations and also provides 401(k) plan design and 3(21) fiduciary services for small employers.
Noteworthy features include a relatively small asset base (about $18 million) spread across roughly 54 client relationships and a policy that links planning to management by waiving hourly planning fees for clients who take investment management. The firm’s principal holds CFP certification with prior trust operations and brokerage experience, and the firm leaves custody and proxy‑voting responsibilities with clients’ independent custodians.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
Business ownership considerations
Fee options
$0 - $5 Million: 1.00% $5 Million+: Negotiable
$200 per hour, calculated in 15 minute increments, fees may be negotiable
Main office location
Kanso Capital
Kirkland WA, United States
Number of offices
1
Most active in
Kanso Capital has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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