Kg Capital Management, Llc
- Regulatory AUM
- $200M
- Discretionary
- $193M
- Clients
- 438
- Avg AUM / client
- $456K
- Accounts
- 781
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 325 | $52.1M | 26.1% |
| High net worth individuals | 99 | $130M | 65.4% |
| Pension and profit sharing plans | 6 | $10.6M | 5.31% |
| Corporations and other businesses | 8 | $6.4M | 3.19% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Anthony Grezaffi | Managing Member | May 2012 (14y) | 25% – 50% | |
| Gabriel Simon Kora | Managing Member | May 2012 (14y) | 25% – 50% | |
| Christophe Francis Levasseur | Member | Nov 2016 (10y) | 25% – 50% | |
| Levasseur, Elizabeth | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Ralph W. Theriot | Registered representative | Aug 2013 (13y) | ||
| Lambert J. Brent | Registered representative | Sep 2013 (13y) | ||
| Lawrence Latuso | Registered representative | Jan 2014 (13y) | ||
| Yvette Poret Crochet | Registered representative | Feb 2014 (12y) | ||
| Daniel J. Pritchard | Registered representative | Mar 2014 (12y) | ||
| Hubert J Kernan | Registered representative | Mar 2014 (12y) | ||
| Steven Otto Medo | Registered representative | Jul 2018 (8y) | ||
| Andrew Collier Sessions | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/03/2026 | 903 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $193M (97% of AUM) Jun 2026
- American Funds Distributors, Inc. $12.5M (4% of AUM) Aug 2023
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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗