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| Happy Holidays!! thanks for using AUM13F!! |
| Kahler Financial Group Inc
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|---|---|
| CRD # | 124042 |
| SEC # | 801-62099 |
| CIK # | |
| AUM | $173.9 M (2025-04-02) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 605-343-1400 |
| Address | 1010 9th Street Rapid City, SD 57701 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 24.7 |
| (b) Individuals (high net worth individuals) | 50 | 141.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 173.9 |
| By Discretionary | ||
| Discretionary | 459 | 164.9 |
| Non-Discretionary | 78 | 9.0 |
| Total | 537 | 173.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 172.9 | |
| Total | 537 | 173.9 |
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|---|---|---|
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Chartist Inc
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CA | 0.2 |
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Daner Wealth Management LLC
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GA | 0.2 |
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PTM Wealth Management LLC
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PA | 0.2 |
|
Private Harbour Investment Management & Counsel LLC
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|
0.2 | |
|
Glenwood Investment Group LLC
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NH | 0.2 |
|
Jaykay Wealth Advisors Inc
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|
TX | 0.2 |
|
Structured Wealth Management Inc
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|
OH | 0.2 |
|
Barron Financial Group LLP
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|
CT | 0.2 |
|
Marsh Wealth Management LLC
✚
|
TN | 0.2 |