Kg Capital Management Fees & Minimum

Overview

Headquarters: Saint Francisville, LA
Total Firm Assets: $200 million
Average High-Net-Worth Client Portfolio Size: $1.3 million

Fee Disclosure

Source: ADV FORM 2A (2026-03-06) · View brochure text
Latest filing: ADV 2A 06.02.2026 (2026-06-03) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.50%
$2,000,001	$4,000,000	1.25%
$4,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$62,500	1.25%
$10 million	$100,000	1.00%
$50 million	$400,000	0.80%
$100 million	$775,000	0.78%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 65.38%
Number of High-Net-Worth Clients: 99
Total Client Accounts: 781
Discretionary Accounts: 779
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 164500

ADV 2A 06.02.2026 (2026-06-03) · View brochure text
ADV FORM 2A (2026-03-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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