Kcpag Financial Advisors LLC

RIASEC Registered

Total AUM

$23.1M

Discretionary

$23.1M

100% of AUM

Avg account

$57.1K

Accounts

405

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)
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 registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and it also offers pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kcpag reports being an active ESG investor and lists professional affiliations with an accountant and an insurance company.