KFG Wealth Management LLC

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Assets, Funds, Holdings

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KFG Wealth Management LLC
CRD #128606
SEC #801-78914
CIK #0001919344
AUM $739.4 MM (2024-03-27)
Employees 75 (49% Investors, 1% Brokers)
Phone574-247-5898
Address6910 North Main Street
Granger, IN 46530-8855
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
80064048032016002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.1
MSFT 1,918,222.4 2.1
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,762 309.4
(b) Individuals (high net worth individuals) 241 366.1
(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 77 55.0
(h) Charitable organizations 9 6.3
(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 5 2.6
(n) Other 0 0.0
Total 5,272 739.4
By Discretionary
Discretionary 5,235 723.9
Non-Discretionary 37 15.4
Total 5,272 739.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 739.4
Total 5,272 739.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001919344]
Comparable Firms State AUM ($BB)
McLean Asset Management Corporation
VA 0.7
Sikich Capital Management LLC
IL 0.7
Fiduciary Experts LLC
CA 0.7
Benjamin F Edwards Wealth Management LLC
MO 0.7
Fountainhead AM LLC
NJ 0.7
Veery Capital LLC
DE 0.7
Hanson & Doremus Investment Management
VT 0.7
Shorepoint Capital Partners LLC
MA 0.7
Financial Solutions Advisory Group Inc
IL 0.7
Oak Harvest Investment Services LLC
TX 0.7
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