Kasmat Risk Management, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,520,185
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
0% 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
8
Very LowAverage account size
$315,023
About
Kasmat Risk Management is a state‑registered investment adviser that provides portfolio/asset management and broad financial planning services to individual clients and to institutional clients, including pension and profit‑sharing plans. The firm uses a mix of no‑load or low‑load mutual funds, exchange‑traded funds and other securities, and offers fixed‑fee and hourly planning engagements as part of its service menu.
The firm delivers portfolio management on a non‑discretionary basis and discloses $0 discretionary and $4,866,645 non‑discretionary assets under management as of December 31, 2017, meaning it seeks client approval before executing trades. Its stated investment approach emphasizes strategic asset allocation with a core‑and‑satellite structure—using passive index/ETF core holdings and selective active managers—along with ongoing monitoring and rebalancing.
Noteworthy distinctions include its affiliation with an insurance brokerage: advisory personnel are licensed insurance agents who may earn commissions for insurance product sales and the firm indicates it may offset advisory fees with such commissions, creating a potential dual‑compensation conflict. The brochure also discloses that the firm does not vote client proxies and does not block trades, and it explicitly documents these operational practices and conflicts in its public disclosures.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement income strategy
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fees ranging from $2,500 to $5,000 for broad based financial planning; may exceed $5,000 in limited circumstances
$0 - $3,000,000: 1.50% per year $3,000,001 - $5,000,000: 1.25% per year $5,000,001 - $8,000,000: 1.00% per year $8,000,001 - $10,000,000: 0.85% per year Over $10,000,000+: Negotiable
Insurance commissions earned by affiliated insurance agents, separate and in addition to advisory fees
Negotiable hourly fee of $150 for consulting and limited scope financial planning, typically minimum 3 to 5 hours
Account minimum: $100,000 (may be waived at the discretion of the firm) Minimum fee: $1,000 minimum annual fee if account minimum is waived Fee-only: Fixed fees from $2,500 to $5,000 for broad based financial planning; hourly fees $150 per hour (negotiable) for consulting and limited scope planning
Main office location
Kasmat Risk Management, LLC.
Coral Springs FL, United States
Number of offices
1
Most active in
Kasmat Risk Management, LLC. has reported serving >5 clients in these states in the last 12 months.
Florida
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
-
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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