Kropog Financial Group, Llc
- Regulatory AUM
- $160M
- Discretionary
- $153M
- Clients
- 221
- Avg AUM / client
- $726K
- Accounts
- 522
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 170 | $58.5M | 36.5% |
| High net worth individuals | 51 | $91.5M | 57.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.9M | 4.95% |
| Charitable organizations | Fewer than 5 clients | $2.4M | 1.52% |
| Corporations and other businesses | Fewer than 5 clients | $111K | 0.07% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Christopher Kropog | President & Chief Executive Officer | CFP | Mar 2016 (10y) | 75% or more |
| Foster Billiot, Calvin, J | Chief Compliance Officer & Chief Operating Officer | May 2024 (2y) | Less than 5% | |
| James John Kropog | Registered representative | CFP | Mar 2016 (10y) | |
| Christopher Cole Rodriguez | Registered representative | Apr 2022 (4y) | ||
| Courtney Gail Valentine | Registered representative | CFP | Oct 2022 (4y) |
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) | 04/13/2026 | 947 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $153M (95% of AUM) Apr 2026
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: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗