# KGL Financial Advisors, LLC

> KGL Financial Advisors, LLC is a state-registered investment advisory firm in Bannockburn, IL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 29, 2022.

- CRD: 297274
- Filed as: KGL FINANCIAL ADVISORS, LLC
- Legal name: KGL Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bannockburn, IL
- Filing period: October 2026
- Form ADV filing dated: August 29, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297274
- AdvisorCensus page: https://advisorcensus.com/firm/kgl-financial-advisors-llc-bannockburn-il-297274

## Quick answers

**How is KGL Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KGL Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is KGL Financial Advisors, LLC located?**
KGL Financial Advisors, LLC's principal office is in Bannockburn, IL, according to its Form ADV.

**Is KGL Financial Advisors, LLC registered with the SEC or a state?**
KGL Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297274.

**How much does KGL Financial Advisors, LLC manage?**
KGL Financial Advisors, LLC reports $30,000,000 in regulatory assets under management in its Form ADV filing dated August 29, 2022 (100% discretionary).

**What types of clients does KGL Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (5).

**Does KGL Financial Advisors, 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/297274

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,000,000
- Discretionary: $30,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $5,000,000 |
| High net worth individuals | 5 | $25,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KGL Financial Advisors, LLC (CRD 297274): Form ADV filing data as of October 2026.