KFI Advisors

Overview

KFI Advisors operates as a small, independent Registered Investment Adviser structured as an LLC and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management tailored to individuals and small businesses. Investment activity centers on publicly traded equities—primarily exchange-traded instruments—combined with use of third‑party pooled vehicles where appropriate. KFI Advisors charges a percentage of assets under management and may also assess performance-based fees, which suggests they can offer outcome‑oriented mandates or hybrid strategies that link compensation to results. The adviser does not identify as an active ESG investor and is not registered as a multi‑state advisor, indicating a locally concentrated practice. The firm does not position itself as a capital allocator; instead, it relies on external managers and liquid markets to construct client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices