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David Benjamin Faskas

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas
Series 65Clean record13 years registeredKMH WEALTH MANAGEMENT, LLC
101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 6126274Firm CRD# 111610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Benjamin Faskas · VICTORIA, TX
Registration
CRD #6126274 · KMH WEALTH MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

KELLER WEALTH ADVISORS
Nov 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 14, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KMH WEALTH MANAGEMENT, LLC
CRD 111610 · SEC 801-55234
AUM
$704M
Regulatory assets under management
Employees
12
1,246 client accounts
Services offered by KMH WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KMH WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Benjamin Faskas offer?
David Benjamin Faskas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.
What are David Benjamin Faskas's credentials?
David Benjamin Faskas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Benjamin Faskas located?
David Benjamin Faskas is based in VICTORIA, Texas, working with KMH WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.
How does David Benjamin Faskas charge for services?
David Benjamin Faskas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KMH WEALTH MANAGEMENT, LLC?
KMH WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KMH WEALTH MANAGEMENT, LLC

Hannah Katherine Gohmert
VICTORIA, TX
Kyle Wesley Noack
VICTORIA, TX
Thomas Lane Keller
VICTORIA, TX

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