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KG&L Capital Management LLC
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CRD # | 164500 |
SEC # | 801-112461 |
CIK # | 0001771687 |
AUM | $349.2 MM (2024-05-14) |
Employees | 8 (88% Investors, 25% Brokers) |
Phone | 225-245-5153 |
Address | 4782 Prosperity Street Saint Francisville, LA 70775 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001771687] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Castle Wealth Management LLC
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|
FL | 0.4 |
Equinum LLC
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NY | 0.3 |
MB Levis & Associates LLC
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PA | 0.3 |
Independence Financial Advisors LLC
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NH | 0.3 |
Oak Asset Management LLC
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CA | 0.3 |
US Financial Advisors LLC
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MA | 0.3 |
Bernardi Asset Management LLC
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IL | 0.3 |
Wealth Watch Advisors Inc
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|
CO | 0.3 |
Hoxton Planning & Management LLC
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|
WV | 0.3 |
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.3 |