KG&L Capital Management LLC

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Assets, Funds, Holdings

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KG&L Capital Management LLC
CRD #164500
SEC #801-112461
CIK #0001771687
AUM $349.2 MM (2024-05-14)
Employees 8 (88% Investors, 25% Brokers)
Phone225-245-5153
Address4782 Prosperity Street
Saint Francisville, LA 70775
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
PG 338,108.9 18.1
AAPL 2,382,844.0 11.8
GOOGL 1,475,138.5 11.5
AMZN 1,092,997.8 10.8
JPM 340,169.2 10.4
XOM 385,508.3 10.2
MSFT 1,918,222.4 8.9
AJG 34,278.9 6.4
BA 82,059.9 5.6
NVDA 399,550.0 5.4
View All
Holdings by Sector ($MM)
3002401801206002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 521 92.7
(b) Individuals (high net worth individuals) 182 235.2
(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 13 10.7
(h) Charitable organizations 2 0.9
(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 15 9.7
(n) Other 0 0.0
Total 1,175 349.2
By Discretionary
Discretionary 1,175 349.2
Non-Discretionary 0 0.0
Total 1,175 349.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 349.2
Total 1,175 349.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001771687]
Comparable Firms State AUM ($BB)
Castle Wealth Management LLC
FL 0.4
Equinum LLC
NY 0.3
MB Levis & Associates LLC
PA 0.3
Independence Financial Advisors LLC
NH 0.3
Oak Asset Management LLC
CA 0.3
US Financial Advisors LLC
MA 0.3
Bernardi Asset Management LLC
IL 0.3
Wealth Watch Advisors Inc
CO 0.3
Hoxton Planning & Management LLC
WV 0.3
Hillcrest Wealth Advisors - NY LLC
NJ 0.3
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