Kropog Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mandeville, LA. Its latest Form ADV filing, dated April 13, 2026, reports $160M in regulatory assets under management, 7 employees, 1 office, and 522 accounts.
Assets Under Management
$160M
Employees
7
Offices
1 office
Total Clients
221
Primary office
MANDEVILLE, LA
2895 HIGHWAY 190 STE 205, MANDEVILLE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
170
2
HNWI
23.1%
51
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of April 13, 2026
Discretionary95.1%
$153M
95% of total RAUM95.1%
Non-discretionary4.9%
$8M
5% of total RAUM4.9%
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$160M
Total Accounts522
10Y AUM Change+$45M (+39.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change+1 (+16.7%)
* 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.