# KCG Investment Advisory Services LLC

> KCG Investment Advisory Services LLC is a state-registered investment advisory firm in Savannah, GA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 328814
- Filed as: KCG INVESTMENT ADVISORY SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328814
- AdvisorCensus page: https://advisorcensus.com/firm/kcg-investment-advisory-services-llc-savannah-ga-328814

## Quick answers

**How is KCG Investment Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KCG Investment Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is KCG Investment Advisory Services LLC located?**
KCG Investment Advisory Services LLC's principal office is in Savannah, GA, according to its Form ADV.

**Is KCG Investment Advisory Services LLC registered with the SEC or a state?**
KCG Investment Advisory Services LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328814.

**How much does KCG Investment Advisory Services LLC manage?**
KCG Investment Advisory Services LLC reports $52,500,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**What types of clients does KCG Investment Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (15).

**Does KCG Investment Advisory Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328814

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $52,500,000
- Discretionary: $51,500,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $15,000,000 |
| High net worth individuals | 15 | $37,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kcginvestment.com
- LinkedIn @254068

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KCG Investment Advisory Services LLC (CRD 328814): Form ADV filing data as of October 2026.