SAINT FRANCISVILLE, LACRD 164500Latest ADV April 10, 2026
Kg Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Francisville, LA. Its latest Form ADV filing, dated April 10, 2026, reports $200M in regulatory assets under management, 3 employees, 1 office, and 781 accounts.
Assets Under Management
$200M
Employees
3
Offices
1 office
Total Clients
438
Primary office
SAINT FRANCISVILLE, LA
4782 PROSPERITY STREET, SAINT FRANCISVILLE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
325
2
HNWI
22.6%
99
3
Corporations
1.8%
8
4
Pension Plans
1.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of April 10, 2026
Discretionary96.8%
$193M
97% of total RAUM96.8%
Non-discretionary3.2%
$6M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$200M
Total Accounts781
10Y AUM Change+$93M (+87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee146:1
10Y Employee Change+1 (+50.0%)
* 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.