{
  "crd_number": 282747,
  "slug": "kropog-financial-group-llc-mandeville-la-282747",
  "primary_business_name": "KROPOG FINANCIAL GROUP, LLC",
  "legal_name": "KROPOG FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Mandeville",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "43640",
  "metro": {
    "cbsa_code": "43640",
    "common_name": "Slidell",
    "msa_name": "Slidell-Mandeville-Covington, LA",
    "path": "/advisors/la/slidell"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-14",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 160493597.0,
  "raum_discretionary": 152554573.0,
  "raum_non_discretionary": 7939024.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2445750.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 58500060.0,
      "count": 170
    },
    "pension_profit_sharing": {
      "raum": 7939024.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 91498172.0,
      "count": 51
    },
    "corporations_other_businesses": {
      "raum": 110591.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/KropogFinancial",
    "https://kropogfinancial.com",
    "https://linkedin.com/company/kropog-financial-group-llc",
    "https://linkedin.com/in/ryan-kropog-cfp%C2%AE-ricp%C2%AE-52706045",
    "https://youtube.com/user/KropogFinancialGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282747",
  "city_as_filed": "MANDEVILLE",
  "url": "https://advisorcensus.com/firm/kropog-financial-group-llc-mandeville-la-282747",
  "display_name": "Kropog Financial Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Kropog Financial Group, LLC (CRD 282747): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Kropog Financial Group, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Kropog Financial Group, LLC charge?",
      "a": "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); Hourly rate: $300 an hour (stand-alone financial planning services); Flat fee: $300 to $15,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kropog Financial Group, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Kropog Financial Group, LLC registered with the SEC or a state?",
      "a": "Kropog Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282747."
    },
    {
      "q": "How much does Kropog Financial Group, LLC manage?",
      "a": "Kropog Financial Group, LLC reports $160,493,597 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (95% discretionary)."
    },
    {
      "q": "How have Kropog Financial Group, LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Kropog Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (51)."
    },
    {
      "q": "Which custodians does Kropog Financial Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Kropog Financial Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Kropog Financial Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 13, 2026 says: \"Kropog Financial generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Kropog Financial Group, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $142,020,204 to $160,493,597 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 115116886.0,
      "total_employees": 6,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 94649508.0,
      "total_employees": 6,
      "filing_date": "2023-02-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117234502.0,
      "total_employees": 6,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 142020204.0,
      "total_employees": 7,
      "filing_date": "2025-02-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 160493597.0,
      "total_employees": 7,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $142,020,204 to $160,493,597 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (stand-alone financial planning services)",
      "Flat fee: $300 to $15,000 (stand-alone financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Kropog Financial generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (stand-alone financial planning services)"
        ],
        "quotes": [
          "Kropog Financial offers stand-alone financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $300 to $15,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "Fixed fees range from $300 to $15,000. Fees may be negotiable based on the nature and complexity of the services to be provided"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "stand-alone financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 300.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        }
      ]
    },
    "quotes": [
      "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.",
      "Kropog Financial generally does not impose a minimum relationship size.",
      "Kropog Financial offers stand-alone financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $300 per hour.",
      "Fixed fees range from $300 to $15,000. Fees may be negotiable based on the nature and complexity of the services to be provided"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/kropog-financial-group-llc-mandeville-la-282747.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 170,
      "fewer_than_5": false,
      "raum": 58500060.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 91498172.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7939024.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2445750.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 110591.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282747",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}