KG Capital Management, LLC fees and pricing

Financial planner in Saint Francisville, Louisiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 3, 2026, KG Capital Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Hourly fee services are offered based on an hourly fee of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
“Investment advisory fees are negotiable.”
“However, as it might not be possible to directly debit the fees from these accounts, those fees will be deducted from the Client’s non-qualified account(s), or the Client will be billed directly.”

Its hourly rate of $250 matches the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 424
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $199,514,529
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 164500
Website: kgcapitalmanagement.com (opens in new tab)
Phone: (225) 245-5153

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.