Wealth manager, independent · Saint Francisville, LA
KG Capital Management, LLC
SEC-registered investment adviser · CRD 164500 · SEC 801-112461
At a glance
KG Capital Management, LLC is an SEC-registered investment adviser based in Saint Francisville, Louisiana, with $200 million in regulatory assets under management as of its Form ADV filed June 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 424 individual clients. By Form ADV it is a wealth manager, ranked 5,818th of 8,915 wealth managers and 12,245th of 17,210 SEC-registered advisers by assets.
Main office 225-245-5153kgcapitalmanagement.comAs filed on Form ADV
- Regulatory AUM
- $200M
- Rank among wealth managers
- #5,818 of 8,915
- Rank among all SEC RIAs
- #12,245 of 17,210
- Rank in Louisiana
- #57 of 82
- Individual clients
- 424
- High-net-worth clients
- 99
- Accounts
- 781
- Discretionary
- 97% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Andrew A. GrezaffiManaging Member
- Gabriel S. KoraManaging Member
- Jade N. FrankeChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
KG Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed June 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
ntative Investment Advisor Representatives of KG are also registered as Registered Representatives of Purshe Kaplan Sterling Investments, Inc., which allows them to perform brokerage services for Clients by executing security transactions.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 99 | $130M | 65% |
| Individuals | 325 | $52M | 26% |
| Pension and profit sharing plans | 6 | $11M | 5% |
| Corporations or other businesses | 8 | $6M | 3% |
Disciplinary disclosures
KG Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗kgcapitalmanagement.com ↗
AtlasMembers
The full record on KG Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,963 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does KG Capital Management, LLC manage?
KG Capital Management, LLC reports $200 million in regulatory assets under management across 781 accounts, 97% of it on a discretionary basis, on its Form ADV filed June 3, 2026.
What kind of firm is KG Capital Management, LLC?
KG Capital Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are KG Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($130 million, 99 clients); individuals ($52 million, 325 clients); pension and profit sharing plans ($11 million, 6 clients).
Does KG Capital Management, LLC have any disciplinary history?
KG Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is KG Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →