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KPC FINANCIAL SOLUTIONS, LLC
CRD 317107
300 MORRISON PARK DRIVE, SUITE 130, SOUTHLAKE, TX, 76092, United States
Phone
877-572-7526
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.5M
Discretionary AUM
$75.0M
Team
8 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 775 | $75.5M |
All web addresses on file
Official SEC filing: View on IAPD