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KFG

Business and Investment Profile

The KFG is a privately held investment adviser that advises $188.1mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KFG is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 429 QUINCY STREET, RAPID CITY, SOUTH DAKOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 10 employees comprised of 10 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $188.1mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $156.7mn or 83.31% of Total Assets and Individuals own $23.8mn or 12.65% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

KFG names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: KFG

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Generated 2026-09-12T06:52:22.1205323.  © 2026 Convergence.