SAN FRANCISCO, CACRD 134374Latest ADV February 23, 2026
Kb Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated February 23, 2026, reports $115M in regulatory assets under management, 4 employees, 2 offices, and 386 accounts.
Assets Under Management
$115M
Employees
4
Offices
2 offices
Total Clients
136
Primary office
SAN FRANCISCO, CA
595 MARKET STREET, SUITE 1023, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
120
2
HNWI
11.8%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of February 23, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$115M
Total Accounts386
10Y AUM Change+$4M (+3.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.