AdvisorCensus / Financial advisors / Louisiana / Slidell / Kropog Financial Group, LLC
Kropog Financial Group, LLC is an SEC-registered investment advisory firm in Mandeville, LA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.
Quick answers
From the filingHow is Kropog Financial Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Kropog Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Kropog Financial Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 13, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Kropog Financial Group, LLC located?
Kropog Financial Group, LLC's principal office is in Mandeville, LA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Kropog Financial Group, LLC registered with the SEC or a state?
Kropog Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282747.
How much does Kropog Financial Group, LLC manage?
Kropog Financial Group, LLC reports $160,493,597 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (95% discretionary).
How have Kropog Financial Group, LLC's assets and staff changed since 2022?
In the Form ADV data for Kropog Financial Group, LLC: Regulatory assets under management: $115,116,886 in the October 2022 data and $160,493,597 in the October 2026 data, up 39%. Total employees: 6 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kropog Financial Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (51).
Which custodians does Kropog Financial Group, LLC use?
Kropog Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Kropog Financial Group, 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/282747
Does Kropog Financial Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 13, 2026 says: "Kropog Financial generally does not impose a minimum relationship size."
What changed in Kropog Financial Group, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $142,020,204 to $160,493,597 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
Kropog Financial generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated April 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$160,493,597 as of October 2026, filing dated September 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $160,493,597 | 7 | September 3, 2026 |
| October 2025 | $142,020,204 | 7 | February 6, 2025 |
| October 2024 | $117,234,502 | 6 | July 31, 2024 |
| October 2023 | $94,649,508 | 6 | February 10, 2023 |
| October 2022 | $115,116,886 | 6 | April 14, 2022 |
Regulatory assets under management: $115,116,886 in the October 2022 data and $160,493,597 in the October 2026 data, up 39%.
Total employees: 6 in October 2022 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $142,020,204 to $160,493,597 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kropog Financial Group, LLC (CRD 282747): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kropog-financial-group-llc-mandeville-la-282747