# 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.

- CRD: 282747
- Filed as: KROPOG FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282747
- AdvisorCensus page: https://advisorcensus.com/firm/kropog-financial-group-llc-mandeville-la-282747

## Quick answers

**How 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).

**How much does Kropog Financial Group, LLC charge?**
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.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 13, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> Kropog Financial generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (stand-alone financial planning services)

> Kropog Financial offers stand-alone financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are $300 per hour.

- Flat fee: $300 to $15,000 (stand-alone financial planning services)

> Fixed fees range from $300 to $15,000. Fees may be negotiable based on the nature and complexity of the services to be provided

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $160,493,597
- Discretionary: $152,554,573
- Non-discretionary: $7,939,024

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $58,500,060 |
| High net worth individuals | 51 | $91,498,172 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,939,024 |
| Charitable organizations | Fewer than 5 | $2,445,750 |
| Corporations or other businesses not listed above | Fewer than 5 | $110,591 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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 October 2026 filing
- New Orleans, LA

### Websites listed on Form ADV (Item 1.I)
- kropogfinancial.com
- Facebook @KropogFinancial
- LinkedIn @kropog-financial-group-llc
- LinkedIn @ryan-kropog-cfp®-ricp®-52706045
- YouTube @KropogFinancialGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,116,886 | 6 | April 14, 2022 |
| October 2023 | $94,649,508 | 6 | February 10, 2023 |
| October 2024 | $117,234,502 | 6 | July 31, 2024 |
| October 2025 | $142,020,204 | 7 | February 6, 2025 |
| October 2026 | $160,493,597 | 7 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $142,020,204 to $160,493,597 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kropog Financial Group, LLC (CRD 282747): Form ADV filing data as of October 2026.