Kpc Financial Solutions, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 317107
· Southlake, TX
· www.facebook.com
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $75.5M
- Discretionary
- $75.0M
- Clients
- 775
- Avg AUM / client
- $97.4K
- Accounts
- 777
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 775 | $75.5M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Patrick Christ | Registered representative | Oct 2021 (5y) | ||
| Todd Joseph Rabalais | Registered representative | Mar 2022 (4y) | ||
| Jay David Angotti | Registered representative | CFP | Nov 2023 (3y) |
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) | 06/11/2026 | 1.01 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $53.1M (70% of AUM) Jun 2026
- Charles Schwab & Co. $22.4M (30% of AUM) Jun 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗