Overview
Assets Under Management: $91 million
High-Net-Worth Clients: 25
Average Client Assets: $2.8 million
Frequently Asked Questions
K R FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111282), K R FINANCIAL LLC is subject to fiduciary duty under federal law.
K R FINANCIAL LLC serves 25 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, K R FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
K R FINANCIAL LLC manages $91 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, K R FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.42%
Average Client Assets: $2.8 million
Total Client Accounts: 53
Discretionary Accounts: 53
Regulatory Filings
CRD Number: 111282
Filing ID: 2098499
Last Filing Date: 2026-04-24 12:02:54