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| KG&L Capital Management LLC
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|---|---|
| CRD # | 164500 |
| SEC # | 801-112461 |
| CIK # | 0001771687 |
| AUM | $414.1 M (2025-04-03) |
| Employees | 9 (89% Investors, 22% Brokers) |
| Phone | 225-245-5153 |
| Address | 4782 Prosperity Street Saint Francisville, LA 70775 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 15.9 | ||
| Alphabet Inc | 15.7 | ||
| J P Morgan Chase & Co | 14.7 | ||
| Apple Inc | 14.2 | ||
| Amazon Com Inc | 13.3 | ||
| Microsoft Corp | 12.3 | ||
| Nvidia Corp | 11.5 | ||
| Exxon Mobil Corp | 9.7 | ||
| Facebook Inc | 9.7 | ||
| Gallagher Arthur J & Co | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 156.7 |
| (b) Individuals (high net worth individuals) | 141 | 233.5 |
| (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 | 12 | 11.8 |
| (h) Charitable organizations | 2 | 1.2 |
| (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 | 17 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,298 | 414.1 |
| By Discretionary | ||
| Discretionary | 1,298 | 414.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,298 | 414.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 414.1 | |
| Total | 1,298 | 414.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001771687] |
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