Mark Ruben Tracy
Investment adviser representative at Km Capital Management, Ltd.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$374.4MFirm assets
Are you Mark Ruben Tracy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Km Capital Management, Ltd.Jun 2005 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Km Capital Management, Ltd.
$374.4MAssets managed
42Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6288468
- Firm CRD
- 132887