KCG INVESTMENT ADVISORY SERVICES LLC

Overview

KCG Investment Advisory Services LLC operates as an independent registered investment adviser serving individual and family clients. The firm emphasizes discretionary portfolio management alongside financial planning and educational programming, and it acts as a capital allocator—selecting third‑party managers when appropriate. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selecting other advisers, and running seminars or workshops. The firm is not an active ESG investor and is structured as an owner‑led limited liability company. KCG runs client engagements under a mix of percentage‑of‑AUM fees and hourly charges, supporting both ongoing investment mandates and project‑based advice. The concentrate of its asset allocation activity is public mutual funds, which are used as core building blocks across client portfolios. The firm reports a predominance of discretionary management, indicating a tilt toward managed accounts rather than purely advisory recommendations.

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