KAPELA

KAPELA of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 309601). Regulatory assets under management: $50.4M.

Registration

• CRD: 309601
• Type: Registered investment adviser
• Location: 4040 BROADWAY, SAN ANTONIO, TX, 78209
• Phone: 210-504-4563
• Latest filing: 2026-03-23
• Regulatory AUM: $50.4M
• Discretionary AUM: $47.4M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 358

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309601 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search