# KML Financial Services Group, L.L.C.

> KML Financial Services Group, L.L.C. is a state-registered investment advisory firm in Manasquan, NJ, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 129105
- Filed as: KML FINANCIAL SERVICES GROUP, L.L.C.
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Manasquan, NJ
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129105
- AdvisorCensus page: https://advisorcensus.com/firm/kml-financial-services-group-l-l-c-manasquan-nj-129105

## Quick answers

**How is KML Financial Services Group, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), KML Financial Services Group, L.L.C. 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 KML Financial Services Group, L.L.C. located?**
KML Financial Services Group, L.L.C.'s principal office is in Manasquan, NJ, according to its Form ADV.

**Is KML Financial Services Group, L.L.C. registered with the SEC or a state?**
KML Financial Services Group, L.L.C. is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 129105.

**How much does KML Financial Services Group, L.L.C. manage?**
KML Financial Services Group, L.L.C. reports $23,237,113 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does KML Financial Services Group, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (8).

**Does KML Financial Services Group, L.L.C. 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/129105

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,237,113
- Discretionary: $23,237,113
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,002,862 |
| High net worth individuals | 8 | $18,180,784 |
| Corporations or other businesses not listed above | Fewer than 5 | $53,467 |

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

### Firm details
- Registered since: Not reported
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- 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. KML Financial Services Group, L.L.C. (CRD 129105): Form ADV filing data as of October 2026.