Helena Sandoval
Kera Capital · San Jose, California
Helena Sandoval is a fee-only financial advisor at Kera Capital in San Jose, California. Helena focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4031428 |
| Exams passed | Series 66 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.keracapital.com |
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Questions about Helena
Is Helena Sandoval a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helena holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Helena charge for financial advice?
Helena's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Helena Sandoval based?
Helena Sandoval is based in San Jose, California.
What does Helena specialize in?
Helena's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Helena works with founders and executives.
Is Helena Sandoval registered with the SEC?
Yes. Helena Sandoval is registered as an investment adviser representative in CA (CRD 4031428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Helena Sandoval?
Through Helena's website, www.keracapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kera Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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