Kevin M. Carrasco

KMC WEALTH MANAGEMENT

SAN ANTONIO, TX 78213

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CRD#: 3222090

Professional summary

Kevin Michael Carrasco, who also goes by Kevin M Carrasco, is a registered financial advisor currently at KMC WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kevin has worked at 10 firms and has passed the Series 66, Series 63, Series 34, Series 3, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin M Carrasco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.KEVIN CARRASCO; INVESTMENT RELATED: YES; ADDRESS: 7801 BROADWAY SUITE 101, SAN ANTONIO, TX 78209; NATURE: INSURANCE SALES; POSITION: INDEPENDENT INSURANCE AGENT; START DATE: SEPTEMBER 1999; NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 6 HOURS NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0 HOURS; DESCRIPTION: INSURANCE SALES 2.FAMILY LIFE WORKS; INVESTMENT RELATED: NO; ADDRESS: 3512 PAESANOS PKWY SUITE 206, SAN ANTONIO, TX 78231; NATURE: NON-PROFIT ORGANIZATION; POSITION: BOARD MEMBER; START DATE: JANUARY 2008; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR; NUMBER OF HOURS DURING TRADING HOURS: 0 HOURS; DESCRIPTION: SERVES AS VOLUNTARY BOARD MEMBER. 3.THE SAN ANTONIO FAMILY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 10818 TIOGA DR., SAN ANTONIO, TX 78230; NATURE: NON-PROFIT ORGANIZATION; POSITION BOARD MEMBER; START DATE: JANUARY 2011; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS; 1 HOUR; NUMBER OF HOURS DURING TRADING HOURS: 0 HOURS; DESCRIPTION: SERVES AS A VOLUNTARY BOARD MEMBER. 4.NATURAL WOMANHOOD; INVESTMENT RELATED: NO; ADDRESS: 137 BEVERLY DR., SAN ANTONIO, TX 78201; NATURE: NON-PROFIT ORGANIZATION; POSITION BOARD MEMBER; START DATE: JUNE 2013; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS; 1 HOUR; NUMBER OF HOURS DURING TRADING HOURS: 0 HOURS; DESCRIPTION: SERVES AS A VOLUNTARY BOARD MEMBER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Carrasco's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2013 - Present

KMC WEALTH MANAGEMENT, LLC

Office #1: 101 Sunflower Lane, San Antonio, TX 78213Office #2: 219 W Main, Kenedy, TX 78119

RIA

CRD#: 167437

SAN ANTONIO, TX

Past

February 10, 2020 - May 2, 2022

AINN HOLDING, LLC

RIA

CRD#: 297419

SAN ANTONIO, TX

Past

February 1, 2019 - December 31, 2019

AINN HOLDING, LLC

RIA

CRD#: 297419

SAN ANTONIO, TX

Past

July 16, 2013 - September 20, 2013

GIRARD SECURITIES, INC.

CRD#: 18697

SAN ANTONIO, TX

Past

January 5, 2012 - July 16, 2013

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

SAN ANTONIO, TX

Past

January 5, 2012 - July 16, 2013

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

SAN ANTONIO, TX

Past

October 29, 2009 - January 6, 2012

MCNALLY FINANCIAL SERVICES CORPORATION

RIA

CRD#: 121196

SAN ANTONIO, TX

Past

October 29, 2009 - January 6, 2012

MCNALLY FINANCIAL SERVICES CORPORATION

CRD#: 121196

SAN ANTONIO, TX

Past

January 5, 2009 - October 30, 2009

ARGENTUS SECURITIES, LLC

CRD#: 45915

SAN ANTONIO, TX

Past

December 11, 2007 - December 31, 2008

AWM SERVICES, LLC

CRD#: 6439

HOUSTON, TX

Past

October 4, 2004 - October 31, 2007

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAN ANTONIO, TX

Past

October 4, 2004 - October 31, 2007

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

September 9, 2002 - August 29, 2003

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SAN ANTONIO, TX

Past

June 15, 1999 - August 29, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/18/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 34

Date: 3/10/2015

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 11/19/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/14/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/20/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2005

General Securities Principal Examination

Current Firm

KMC WEALTH MANAGEMENT, LLC

KEVIN CARRASCO | KMC WEALTH MANAGEMENT, LLC | KMC CAPITAL MANAGEMENT LLC | KMC CAPITAL MANAGEMENT

CRD#: 167437 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/6/2020 Terminated)

Ohio

Registered Investment Advisory firm - (11/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2013 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

101 Sunflower Lane, San Antonio, TX 78213

Mailing Address

Phone number

(210) 834-5327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 19,878,055

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin M. Carrasco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Carrasco's CRS (Customer Relationship Summary).

Certified licenses

Experience

AINN HOLDING, LLC

AINN HOLDING, LLC

GIRARD SECURITIES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

MCNALLY FINANCIAL SERVICES CORPORATION

MCNALLY FINANCIAL SERVICES CORPORATION

ARGENTUS SECURITIES, LLC

AWM SERVICES, LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2013

Series 63

Date: 6/18/1999

Series 34

Date: 3/10/2015

Series 3

Date: 11/19/2014

Series 7

Date: 6/14/1999

Series 4

Date: 9/20/2006

Series 24

Date: 12/19/2005

Current Firm

KMC WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KMC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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