KM
KM

Kapil Mathur

17 Years of Experience
Sugar Land, TX
Broker

Kapil Mathur is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kapil serves as a trustee or co-trustee for a trust since 2021, spending minimal time on this activity outside of business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Acquest Advisors L.L.C.Broker
January 2009 - December 2010 · 1 yr 11 mos
State Registrations53 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.