Kfg, LLC

RIASEC RegisteredEst. 2025

Total AUM

$188M

Discretionary

$144M

77% of AUM

Avg account

$365K

Accounts

516

Employees

Advisory reps

Firm details

Headquarters: Rapid City, South Dakota
CRD number: 337331
Registered since: September 3, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.31%
Individuals12.65%
Corporations / Businesses4.04%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kfg, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm acts as a capital allocator for both individual/family and institutional clients, and its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of third-party advisers, periodic publications, and educational seminars or workshops. Its billing model is multi-faceted: percentage-of-AUM fees are used alongside hourly and fixed-fee arrangements and other fee structures. Kfg, LLC does not position itself as an active ESG investor. Industry affiliations include relationships with another investment adviser and with an accounting professional or firm.