Jennifer Strong
Kate Capital Group · Westlake Village, California
Jennifer Strong is a fee-only financial advisor at Kate Capital Group in Westlake Village, California, who holds the CFP credential. Jennifer focuses on retirement planning, divorce financial planning and estate & legacy planning. Kate Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Retirees
Facts
| Firm | Kate Capital Group |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.9M across 93 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2263721 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | katecapitalgroup.com |
| Profile |
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Questions about Jennifer
Is Jennifer Strong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Kate Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Kate Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jennifer Strong based?
Jennifer Strong is based in Westlake Village, California.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, divorce financial planning, estate & legacy planning, small business owners and tax planning. Jennifer works with divorced individuals and retirees.
What credentials does Jennifer Strong hold?
Jennifer Strong holds the CFP credential.
Is Jennifer Strong registered with the SEC?
Yes. Jennifer Strong is registered as an investment adviser representative in CA and TX (CRD 2263721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kate Capital Group manage?
Kate Capital Group reports $22.9M across 93 accounts in assets under management.
How do I contact Jennifer Strong?
Through Jennifer's website, katecapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kate Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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