|
⚲
|
| KFG LLC
✚
|
|
|---|---|
| CRD # | 337331 |
| SEC # | 801-134274 |
| CIK # | |
| AUM | $188.1 M (2026-03-26) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 605-343-1400 |
| Address | 429 Quincy Street Rapid City, SD 57701 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 23.8 |
| (b) Individuals (high net worth individuals) | 54 | 156.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 188.1 |
| By Discretionary | ||
| Discretionary | 381 | 144.4 |
| Non-Discretionary | 135 | 43.7 |
| Total | 516 | 188.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.1 | |
| Total | 516 | 188.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TT Capital Management LLC
✚
|
0.2 | |
|
Odyssey Capital Advisors Inc
✚
|
PA | 0.2 |
|
Hahn Financial Group Inc
✚
|
SD | 0.2 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |
|
SDR Investment Management Inc
✚
|
FL | 0.2 |
|
Wright Wealth LLC
✚
|
GA | 0.2 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.2 |
|
Wall Street Financial Group Inc
✚
|
IL | 0.2 |
|
Arcwood Financial LLC
✚
|
AZ | 0.2 |
|
Closed-End Fund Advisors Inc
✚
|
0.2 |