RIA Intelligence

K-WM LLC

Legal name: 11 FINANCIAL

CRD #174569 SEC #801-129130 LUFKIN, TX (936) 899-5629
SEC Registered
Total AUM
$24M
Discretionary
$23.9M
Employees
6
Clients
10
Accounts
175

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 1, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control
KOVAR, TAYLOR, JICEO & CCOE Control

Registrations

Federal

IA
Jul 1, 2025 REGISTERED

Notice Filings (24)

AL AZ CA CO CT FL KS LA MA MD MO NC NH NJ NY OH OR PA TN TX UT VA WA WI

Address

504 S FIRST ST.
LUFKIN, TX 75901
United States
Phone: (936) 899-5629