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, owner-operated registered investment adviser that lists registration with the SEC in 2018. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and discretionary portfolio management across individual, small-business, and institutional mandates. Its stated advisory services also include pension consulting. Fee arrangements combine a percentage-of-AUM schedule with hourly billing for some services. KG Capital does not identify as an active ESG investor and is organized as a limited liability company. Citywire recognized the firm in 2022, including KG Capital Management on its "50 Growers Across America" list.
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 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 68Active vs passive
$100M in ETFs
89%
$88.6M
11%
$11.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $12.9M | 16,850 | 12.85% |
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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