Jian Kong is a registered investment advisor at Amerina International Capital Management LLC, based in Dallas, TX, with 13 years of industry experience. Jian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$9.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1910 Pacific Ave., Suite 14245, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jian is a Managing Member of Amerina International Capital Management LLC, a RIA firm in Dallas, Texas, since 2012. Jian devotes about half of his time to the business, including daily operation and investment management.

Employment History
Current Registrations
Amerina International Capital Management LLC
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Alphabetwise Capital, LLC
January 2023 - October 2023 · 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jian Kong - Financial Advisor | TrueAdvisor