KML FINANCIAL SERVICES GROUP, L.L.C.

Overview

KML Financial Services Group, L.L.C. is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. According to its filings, KML is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm's advisory footprint appears modest and client-focused: it acts as a typical fee‑based RIA providing ongoing planning and portfolio oversight rather than offering multi-manager or institutional solutions. KML lists affiliations with another investment adviser and an accounting firm, suggesting referral or service relationships to support tax and investment needs.

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Public Holdings

Investments & Alternatives