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KFG Wealth Management LLC
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CRD # | 128606 |
SEC # | 801-78914 |
CIK # | 0001919344 |
AUM | $739.4 MM (2024-03-27) |
Employees | 75 (49% Investors, 1% Brokers) |
Phone | 574-247-5898 |
Address | 6910 North Main Street Granger, IN 46530-8855 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001919344] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
McLean Asset Management Corporation
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VA | 0.7 |
Sikich Capital Management LLC
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IL | 0.7 |
Fiduciary Experts LLC
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CA | 0.7 |
Benjamin F Edwards Wealth Management LLC
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MO | 0.7 |
Fountainhead AM LLC
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NJ | 0.7 |
Veery Capital LLC
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DE | 0.7 |
Hanson & Doremus Investment Management
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VT | 0.7 |
Shorepoint Capital Partners LLC
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MA | 0.7 |
Financial Solutions Advisory Group Inc
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IL | 0.7 |
Oak Harvest Investment Services LLC
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TX | 0.7 |