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, SEC-registered registered investment adviser organized as an LLC and registered in 2018. The firm is owned by an individual and serves both individual and family clients as well as institutional accounts. Its advisory services, as reported on its filing, include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. KG Capital charges client fees as a percentage of assets under management and also offers hourly billing for certain engagements. The firm does not identify as an active ESG investor and reports a preference for equity-oriented strategies. KG Capital was included on Citywire’s "50 Growers Across America" list in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1JADE FRANKE
Chief Compliance OfficerCRD 6685781
Contacts
3 of 9HUBERT KERNAN
CRD 6311139
LAWRENCE LATUSO
CRD 6266173
STEVEN MEDO
Investment Adviser RepresentativeCRD 2719618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$85.3M in ETFs
90%
$76.7M
9%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.2M | 17,292 | 13.19% |
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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