Kdb Capital Management is a large advisory firm based in El Cajon. It manages $31.71 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Virginia.
Kdb Capital Management provides security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kdb Capital Management is $31.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kdb Capital Management for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kdb Capital Management performs its advisory services is located at 1713 Bridgehampton Pl., El Cajon, CA 92019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-749-1981 or by fax 619-749-1981. The normal business hours are 06:30am-01:00pm on Monday - Friday.