Steven Medo
KG Capital Management · Kenner, Louisiana
Steven Medo is a fee-only financial advisor at KG Capital Management in Kenner, Louisiana. KG Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | KG Capital Management |
|---|---|
| Based in | Kenner, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $199.5M across 781 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2719618 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kgcapitalmanagement.com |
How Steven's firm compares
- KG Capital Management's average account is about $255,000, from its Form ADV (assets managed divided by 781 accounts).
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Questions about Steven
Is Steven Medo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and KG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, KG Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven Medo based?
Steven Medo is based in Kenner, Louisiana.
Is Steven Medo registered with the SEC?
Yes. Steven Medo is registered as an investment adviser representative in LA and TX (CRD 2719618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KG Capital Management manage?
KG Capital Management reports $199.5M across 781 accounts in assets under management.
How do I contact Steven Medo?
Through Steven's website, www.kgcapitalmanagement.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
- 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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