Kfg, Llc
- Regulatory AUM
- $188M
- Discretionary
- $144M
- Clients
- 101
- Avg AUM / client
- $1.9M
- Accounts
- 516
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $23.8M | 12.7% |
| High net worth individuals | 54 | $157M | 83.3% |
| Corporations and other businesses | 1 | $7.6M | 4.04% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Steven Kahler | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) | |
| Cecilia Octavia Milagro Fleming | Registered representative | CFP | Sep 2025 (1y) | |
| Benjamin Aaron Paulding | Registered representative | CFP | Sep 2025 (1y) | |
| Emily Koch | Registered representative | Sep 2025 (1y) | ||
| William Benjamin Marcham | Registered representative | Sep 2025 (1y) | ||
| Nathaniel Gjermund Gehring | Registered representative | CFP | Sep 2025 (1y) | |
| Paul Harold Freidel | Registered representative | Oct 2025 (1y) |
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) | 07/08/2026 | 1.03 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
- • BLENDED FEES BASED ON % OF AUM, NETWORTH AND SCOPE OF ENGAGEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $175M (93% of AUM) Jul 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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗