Kcpag Financial Advisors Llc
- Regulatory AUM
- $23.1M
- Discretionary
- $23.1M
- Clients
- 405
- Avg AUM / client
- $57.1K
- Accounts
- 405
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 405 | $23.1M | 100.0% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Arthur Moore | Chief Executive Officer, Chief Compliance Officer/ Board Member | CFP | Aug 1998 (28y) | Less than 5% |
| John David Porter | Board Member | CFA | Nov 2001 (25y) | Less than 5% |
| Shawna Delane Horne | Board Member | Nov 2001 (25y) | Less than 5% | |
| Meador, Gregory, Paul | 2% Owner | May 2007 (19y) | Less than 5% | |
| Brian Anthony Bouillet | Registered representative | Jul 2008 (18y) | ||
| Jolene Marie Johnson | Registered representative | Aug 2008 (18y) | ||
| Christopher John Frizzi | Registered representative | CFP | Jan 2010 (17y) | |
| R Justin Smith | Registered representative | CFP CFA | Oct 2010 (16y) | |
| Sheila Rae Lautenbacher | Registered representative | Jan 2015 (12y) | ||
| Benjamin Todd Russell | Registered representative | CFP | May 2016 (10y) | |
| William Kent Thomas | Registered representative | May 2017 (9y) | ||
| Kelly Lynn Crumrin | Registered representative | Nov 2019 (7y) | ||
| Benjamin Chase Brown | Registered representative | Apr 2024 (2y) | ||
| Trent Bierman | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kemper Capital Management Llc | 100% Owner | Aug 1998 | A | 75% or more |
| Kemper Cpa Group Llp | 72% Owner | Aug 1998 | B | ≈ 56.25% – 100% via Kemper Capital Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kemper Cpa Group Llp: 75% – 100% of Kemper Capital Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/26/2025 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR/REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- American Funds With Capital Bank And Trust Company (Cb&T) $19.0M (100% of AUM) Aug 2025
- Charles Schwab & Co. $87.5K (0% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗