Kcpag Financial Advisors LLC

Overview

Kcpag Financial Advisors LLC is an independent registered investment advisor organized as an LLC that focuses on services for individuals and families. The firm offers a mix of financial planning and discretionary portfolio management across individual, small business and institutional clients, plus pension consulting and adviser selection services. Its fee model is flexible and includes assets-under-management charges alongside hourly and fixed-fee arrangements. The firm describes itself as a capital allocator and reports being an active ESG investor, indicating that environmental, social and governance considerations are part of its investment process. Kcpag maintains industry relationships with accounting firms and an insurance company, and ownership is structured with both a domestic entity and individual stakeholders.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices