KCPAG FINANCIAL ADVISORS LLC

RIASEC Registered

Total AUM

$19M

Discretionary

$19M

100% of AUM

Avg account

$41.8K

Accounts

456

Employees

Advisory reps

Firm details

Headquarters: ROBINSON, Illinois
CRD number: 117491
Website: www.kempercapitalmanagement.com
Custodians: AMERICAN FUNDS WITH CAPITAL BANK AND TRUST COMPANY (CB&T), CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kcpag Financial Advisors LLC is an independent, privately held registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals, small businesses and institutional entities, and it also offers pension consulting and manager selection services. Its compensation mix includes percentage-of-assets fees alongside hourly and fixed-fee arrangements. The firm acts as a capital allocator and incorporates environmental, social and governance considerations into its investment process. Kcpag Financial Advisors LLC maintains working relationships with accountants and insurance companies, and its service model includes recommending or selecting third-party managers where appropriate.