Advisor at KG Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KG Capital Management, LLC
Location
Saint Francisville, LA 70775
Credentials
Series 63, Series 65
Industry experience
21 years
$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: 0.75%
Advisors accept compensation for sale of securities and insurance products; commissions are not the primary source of income but are accepted.
$250 per hour for financial planning services, fees negotiable
Purshe kaplan Sterling Investments
2012 - Present (14 years)
KG Capital Management, LLC
2012 - Present (14 years)
Cattle Farm
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Saint Francisville, LA
Merrill
Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.
Series 66
Zachary, LA
Edward Jones
Series 66
Zachary, LA
Edward Jones
CFP®, Series 63
New Roads, LA
Edward Jones
Series 65
Saint Francisville, LA
Cane Capital Partners, LLC
Series 66
Saint Francisville, LA
KG Capital Management, LLC
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