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KFG, LLC
CRD 337331 · SEC 801-134274
429 QUINCY STREET, RAPID CITY, SD, 57701, United States
Phone
605-343-1400
Fax
605-721-0194
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.1M
Discretionary AUM
$144.4M
Team
10 total employees; 10 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; BLENDED FEES BASED ON % OF AUM, NETWORTH AND SCOPE OF ENGAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsCONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $23.8M |
| High net worth individuals | 54 | $156.7M |
| Corporations/business entities | 1 | $7.6M |
States served
ID, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD