K KSO CAPITAL
Private Capital LLC
Home — The Firm

Built like a ledger: every line accounted for.

KSO CAPITAL LLC is a private capital company headquartered at 6814 Pollock Rd, Convoy, Ohio. The firm combines five distinct practices — fund management, advisory, trust administration, principal dealing, and market services — under a single accountable structure.

§ I

Who we are.

KSO CAPITAL LLC was formed to do work that most financial firms deliberately avoid: sitting on both sides of capital. On one side, we manage and administer other people's money — investment funds, mutual funds, pension funds, personal investment trusts, and private estates. On the other side, we invest our own capital as principal — in mineral and oil royalties, tax liens, mortgage instruments, viatical settlements, and securities positions held for our own account.

Between those two poles sits the firm's advisory and market-services work: customized financial planning and investment counsel billed as client-paid fees; escrow and fiduciary agency; securities custody and transfer functions; quotation services; and clearing-related capabilities that support the firm's dealing desk and its clients.

We chose Convoy, Ohio as home deliberately. The work of careful capital does not require a tower address — it requires discipline, documentation, and the patience to say no. Distance from the herd is a feature, not a limitation.

§ IIFirm Milestones
  • Formation

    KSO CAPITAL LLC organized in Ohio

    The firm is organized at 6814 Pollock Rd, Convoy, with an initial mandate covering investment management and personal investment trust administration.

  • Expansion

    Advisory and planning practice opens

    Customized financial planning and investment counsel are added on a strictly fee-paid-by-client basis — separating advice from product compensation.

  • Deepening

    Principal dealing desk established

    The firm begins dealing for its own account in mineral and oil royalties, tax liens, mortgage instruments, and securities — underwritten in-house.

  • Today

    Full-spectrum private capital platform

    Five practice areas operate side by side — management, advisory, fiduciary, principal dealing, and market services — reachable at ksocapit.shop.

§ IIIWhat Governs Us
DOCTRINE — 01

Segregation of Roles

Advisory, management, fiduciary, and principal activities are documented as separate mandates. Client assets are never commingled with firm capital — structure before convenience.

DOCTRINE — 02

Disclosure Over Persuasion

Fees, risks, conflicts, and limitations are disclosed in writing before engagement. A client who cannot see the full picture cannot give informed consent — and we will not proceed without it.

DOCTRINE — 03

Patience as Strategy

We underwrite slowly and hold deliberately. Whether administering a trust across generations or working a tax lien through its cycle, time is treated as a partner rather than an enemy.

§ IVRegistered Scope of Business

The full breadth of our charter.

Individuals investing in financial contracts on own account Investment clubs Mineral royalties or leases dealing as principal Mortgage dealing — buying and selling Oil royalty dealing as principal Securities speculation for own account Tax liens dealing as principal Venture capital Viatical settlement arrangements Certified financial planning — customized, fee-paid Financial investment advice — customized, fee-paid Financial planning services — customized, fee-paid Investment advice consulting & counseling Investment advisory services — customized, fee-paid Investment management Managing investment funds Managing mutual funds Managing personal investment trusts Managing trusts Mutual fund managing Pension fund managing Portfolio fund managing Private equity fund managing Administration of private estates Bank trust office functions Escrow agency (except real estate) Fiduciary agency (except real estate) Personal investment trust administration Securities custody Trust company functions, nondepository Start-up fundraising via crowdfunding platforms Commodity & securities exchange clearinghouses Deposit brokerage Exchange clearing for commodities or securities Gas lease broker services Oil lease broker services Protective committees for security holders Securities & stock quotation services Security holders' protective services Securities & stock transfer agencies Transfer agency functions for securities Virtual currency trading exchange clearinghouses

Speak directly with the firm.

Reach us at wenjie.huang@ksocapit.shop or +1 (309) 448-4070. Every inquiry is answered by a person, not a queue.

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