Capital managed with discipline,
accounted for with precision.
KSO CAPITAL LLC operates at the intersection of investment management, fiduciary administration, and principal investing. We manage funds and trusts, advise on portfolios, and deal — as principal — in royalties, liens, and securities for our own account.
Five desks. One standard of care.
Our work is organized into five practice areas, each with dedicated personnel and a single operating principle: client capital is handled to a fiduciary standard, whether we advise it, manage it, or administer it.
Capital & Fund Management
Investment management, mutual and pension fund managing, portfolio construction, private equity and venture capital vehicles.
II.Advisory & Financial Planning
Certified financial planning and customized investment counsel, delivered on a fee-paid-by-client basis.
III.Trust & Fiduciary Services
Personal investment trust administration, private estate administration, escrow and fiduciary agency, securities custody.
IV.Principal Investing & Dealing
Mineral and oil royalties, tax liens, mortgage instruments, viatical settlements, and securities dealing for our own account.
V.Market & Transaction Services
Clearing and transfer functions, securities quotation services, deposit and lease brokerage, crowdfunding fundraising.
How we are built.
Fiduciary First
Where we act in an advisory or administrative capacity, the client's interest precedes ours. Fee structures are disclosed in writing before any engagement begins — no commissions hidden inside recommendations.
Principal Skin in the Game
On our dealing desk we invest for our own account — in royalties, liens, and securities we underwrite ourselves. Conviction is demonstrated with our own capital before it is ever suggested to anyone else.
Documentation or It Didn't Happen
Every mandate gets a written scope, every account a statement trail, every transaction an audit-ready record. In trust and fiduciary work, the paper is the product.
A private firm for deliberate capital.
Headquartered at 6814 Pollock Rd, Convoy, Ohio — deliberately away from the noise.
KSO CAPITAL LLC is not a retail brokerage and not a marketing-driven advisory shop. We are a private capital company whose registered scope spans the full spectrum of financial work: managing investment funds, mutual funds, pension funds, and personal investment trusts; administering estates and trusts; advising on customized, client-paid-fee engagements; and dealing as principal in royalties, tax liens, mortgages, and securities.
That breadth is intentional. A client who needs a trust administered, a portfolio restructured, and a royalty position evaluated should not need three firms and three conflicting incentives. One relationship, one standard, one accountable counterparty.
- — 01Separate mandates for advisory, management, and principal dealing — no blurred lines between client money and firm money.
- — 02Customized planning and counsel billed as transparent, client-paid fees — never embedded in product.
- — 03Trust and estate administration with full reporting cadence, custodial segregation, and successor planning.
- — 04Principal positions underwritten in-house — royalties, liens, and securities held on our own balance sheet.
Discuss a mandate with the firm.
Whether it is fund management, trust administration, or a principal transaction — start with a confidential conversation.