Kropog Financial Group, LLC
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 282747
- Registered since
- April 14, 2022
- Website
- www.kropogfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.01%
- Individuals36.45%
- Pension & Profit Sharing Plans4.95%
- Charitable Organizations1.52%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kropog Financial Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements, and it does not position itself as a capital allocator. The practice is not a multi-state or affiliated adviser, and it does not identify as an active ESG investor. Advisory activity centers on traditional wealth management and planning services rather than institutional or multi-family office functions.
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Calvin Foster-billiot
Chief Operating OfficerCRD 6133380
Contacts
3 of 4
Ryan Kropog
Vice PresidentCRD 5210567
James Kropog
Investment Advisor RepresentativeCRD 1114321
Courtney Valentine
Financial AdvisorCRD 7221100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$171M in ETFs
69%
$117M
23%
$53.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 GROWTH INDEX FUND (VOOG) | Vanguard | Passive | Large Growth | $31M | 374,994 | 18.12% |
Location
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 2895 Highway 190
- Time zone
- CT (UTC-6)
- Office locations
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