# KG Capital Management, LLC

> KG Capital Management, LLC is an SEC-registered investment advisory firm in Saint Francisville, LA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 164500
- Filed as: KG CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Francisville, LA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164500
- AdvisorCensus page: https://advisorcensus.com/firm/kg-capital-management-llc-saint-francisville-la-164500

## Quick answers

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

**How much does KG Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Hourly rate: $250 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is KG Capital Management, LLC located?**
KG Capital Management, LLC's principal office is in Saint Francisville, LA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is KG Capital Management, LLC registered with the SEC or a state?**
KG Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 164500.

**How much does KG Capital Management, LLC manage?**
KG Capital Management, LLC reports $199,514,529 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (97% discretionary).

**How have KG Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for KG Capital Management, LLC: Regulatory assets under management: $220,869,772 in the October 2021 data and $199,514,529 in the October 2026 data, down 10%. Total employees: 7 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does KG Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (325); high net worth individuals (99); corporations or other businesses not listed above (8).

**Which custodians does KG Capital Management, LLC use?**
KG Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does KG Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164500

**Does KG Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "There is no minimum account size, and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in KG Capital Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: None

> There is no minimum account size, and Clients are not required to have a certain amount of investment experience or sophistication.

- Hourly rate: $250 an hour (financial planning and consulting)

> Hourly fee services are offered based on an hourly fee of $250 per hour. Fees for financial plans are billed upon completion of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $199,514,529
- Discretionary: $193,111,517
- Non-discretionary: $6,403,012

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 325 | $52,102,310 |
| High net worth individuals | 99 | $130,451,160 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $10,589,382 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $6,371,677 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CO, FL, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Kenner, LA

### Websites listed on Form ADV (Item 1.I)
- [kgcapitalmanagement.com](https://kgcapitalmanagement.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,869,772 | 7 | August 26, 2021 |
| October 2022 | $289,394,983 | 7 | September 1, 2022 |
| October 2023 | $282,774,007 | 7 | August 21, 2023 |
| October 2024 | $349,222,805 | 8 | May 14, 2024 |
| October 2025 | $414,086,497 | 9 | April 3, 2025 |
| October 2026 | $199,514,529 | 4 | June 3, 2026 |

Regulatory assets under management: $220,869,772 in the October 2021 data and $199,514,529 in the October 2026 data, down 10%.
Total employees: 7 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Employees performing advisory functions went from 8 to 3.

### April 2026
- Regulatory assets under management went from $414,086,497 to $199,514,529 (-52%).

### January 2026
- Changed its legal name from KG&L Capital Management, LLC to KG Capital Management, LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KG Capital Management, LLC (CRD 164500): Form ADV filing data as of October 2026.