KG Capital Management, LLC
Firm details
- Headquarters
- Saint Francisville, Louisiana
- CRD number
- 164500
- Registered since
- February 16, 2018
- Website
- www.kglcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.38%
- Individuals26.11%
- Pension & Profit Sharing Plans5.31%
- Corporations / Businesses3.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
KG Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual/family clients and institutional accounts, charging fees based on a percentage of assets under management and offering hourly consulting as well. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and pension consulting. KG Capital identifies equities—particularly exchange-traded securities—as a core preference and does not list itself as a multi-state adviser or an active ESG investor. The firm was noted by Citywire in 2022 as part of the "50 Growers Across America" listing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds37%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
Jade Franke
Chief Compliance OfficerCRD 6685781
Contacts
3 of 10
Gabriel Kora
Managing PartnerCRD 4132746
Ralph Theriot
OwnerCRD 6230120
Lambert Brent
Senior Vice PresidentCRD 6244074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$193M in ETFs
90%
$173M
9%
$19.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.8M | 17,075 | 6.61% |
Location
Saint Francisville, LA
West Feliciana
Location
Saint Francisville, LA
Headquartered in Saint Francisville, LA, in the South of the United States.
- Region
- South
- County
- West Feliciana
- Address
- 4782 Prosperity St
- Time zone
- CT (UTC-6)
- Office locations
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