KG CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $199.5M |
| Discretionary | $193.1M97% of AUM |
| Non-Discretionary | $6.4M |
| Client Accounts | 781 |
| Avg Account Size | $255K |
| Employees | 4 |
| Peak AUM | $414.1MFeb 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | 51.8% | 11.9% | 2.0% | |
| Discretionary AUM | $193M | ||||
Key Metrics
| Total AUM | $199.5M |
| Discretionary | $193.1M |
| Employees | 4 |
| Client Accounts | 781 |
| Client Range | 251-500 |
Contact & Location
Address
4782 PROSPERITY STREET
SAINT FRANCISVILLE LA 70775
Phone
225-245-5153
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$193M
96.8% of AUM
Non-Discretionary
$6M
3.2% of AUM
Disc. mix ▼ 3.2pp 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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported