Firm
KG Capital Management
Saint Francisville, Louisiana
Fee-only
KG Capital Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 8 advisors are listed here.
- Its Form ADV reports 4 employees and 424 individual clients, 99 of them high net worth.
- Its average account is about $255,000 (assets it manages divided by its 781 accounts).
Facts
| Based in | Saint Francisville, Louisiana |
|---|---|
| Website | kgcapitalmanagement.com |
| Phone | (225) 245-5153 |
KG Capital Management fees
KG Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $200 million |
| Individual clients | 325 |
| High-net-worth clients | 99 |
| Accounts managed | 781 |
| Employees | 4 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112461) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 164500 |