KFG, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $188.1M |
| Discretionary | $144.4M77% of AUM |
| Non-Discretionary | $43.7M |
| Client Accounts | 516 |
| Avg Account Size | $365K |
| Employees | 10 |
| Peak AUM | $188.1MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $188M | +8.2% | — | — | |
| Discretionary AUM | $144M | ||||
Key Metrics
| Total AUM | $188.1M |
| Discretionary | $144.4M |
| Employees | 10 |
| Client Accounts | 516 |
| Client Range | 51-100 |
Contact & Location
Address
429 QUINCY STREET
RAPID CITY SD 57701
Phone
605-343-1400
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$144M
76.8% of AUM
Non-Discretionary
$44M
23.2% of AUM
Disc. mix ▼ 18.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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