KPC Financial Solutions, LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 317107
- Website
- kpcfinancialsolutions.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KPC Financial Solutions, LLC is an independent RIA organized as an LLC that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its advisory fees are charged as a percentage of assets under management. KPC is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor or capital allocator.
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
- Non-Exchange Traded Equities55%
- Public Funds/Mutual Funds27%
- Exchange Traded Equities17%
- US Government Bonds1%
Owners & executives
2 of 2
Todd Rabalais
Founder and CEOCRD 4215780
Karin Christ
Managing Partner and Chief Compliance OfficerCRD 7453811
Contacts
2 of 2
Jay Angotti
Financial AdvisorCRD 5890221
Kevin Christ
President & FounderCRD 6487585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southlake, TX
Tarrant
Location
Southlake, TX
Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 300 Morrison Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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