Koch Capital Management LLC

Koch Capital Management LLC provides investment management and retirement planning to individuals, families and trusts, managing roughly $50.4 million across 19 client relationships as of March 20, 2026. Services described in the brochure include customized portfolio management, retirement income planning, risk analysis, insurance review and coordination with third‑party tax and estate professionals, with client assets held at independent custodians such as Charles Schwab, Vanguard and IBKR.

The firm’s client process centers on a Retirement Readiness Assessment and a Retirement Roadmap that segments assets into buckets (longevity coverage, capital growth, steady income and cash reserves) to guide allocation, rebalancing and withdrawal planning. Koch Capital offers seventeen model portfolios and employs techniques such as active hedging, modified risk‑parity and options exposure; it charges either asset‑based fees for managed accounts or a quarterly fixed fee for retirement planning, with retirement planning clients subject to a $6,000 annual minimum fee and a $1,000,000 minimum liquid net worth requirement.

Noteworthy features relative to many peers include a required technology and collaboration setup for retirement clients—clients must have a Google Apps/Gmail address to access Box.com, Trello and the firm’s Informed Household platform—and inclusion of an Informed Household subscription for retirement clients. The founder’s ownership of the Informed Household business (and disclosure that he devotes up to 20% of his time to it), the firm’s stated refusal to accept clients who impose investment restrictions, and its use of alternatives, managed futures and a recently added defensive fixed‑income strategy (IBOND) are other distinguishing elements.