KFG, LLC

Overview

Kfg, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services, and it supplements client work with publications and educational seminars. Its fee model includes percentage-of-AUM billing plus hourly, fixed-fee and other fee arrangements, which supports serving a range of client needs from ongoing discretionary mandates to project-based engagements. Investment activity emphasizes pooled and third-party vehicles. The filing shows a substantial allocation to private and alternative funds, and the firm explicitly uses outside managers for alternatives and other strategies. Kfg, LLC is not flagged as an active ESG investor, and it reports that it does not operate as a multi-state adviser despite maintaining offices in multiple states. The firm is registered with the SEC as of 2025 and is structured as a domestic limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices