Kapela
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,413,977
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
139
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
139
Average account size
$362,690
About
Kapela provides investment advisory services and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Its services include comprehensive portfolio management, project or ongoing financial planning, and retirement-plan advisory and consulting for employer-sponsored plans.
The firm’s investment approach emphasizes capital preservation, risk management, and goal-based financial planning, using behavioral economics and strategic asset allocation to tailor portfolios to client objectives. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and a separate digital-asset model that is used to complement broader strategic allocations, with regular reviews and periodic rebalancing.
Noteworthy distinctions relative to many independent peers are its explicit pension-consulting capabilities and work with corporate clients, and its affiliation with an insurance agency through which insurance products may be offered (a potential commission-related conflict disclosed in the brochure). Kapela also discloses operational practices for digital-asset investing and custody, naming third-party custodians it commonly recommends (including Fidelity Digital Assets, Anchorage Digital, Coinbase Prime and Gemini) and outlining related regulatory, custody, and valuation considerations.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
Active portfolio management
Fee options
Financial planning fixed and annual fees range from $1,000 to $5,000
All Assets+: Up to 2.00% Plan Assets+: Up to 1.0%
$125 - $250 per hour for financial planning and consulting services
Fee-only: Financial planning fees $1,000 - $5,000; hourly $125 - $250 per hour; fees negotiable and may be waived if asset management engaged
Main office location
Kapela
4040 Broadway, Suite 605
San Antonio TX 78209, United States
Number of offices
1
Most active in
Kapela has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Quick links
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