KG Capital Management, LLC

KG Capital Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities, managing accounts on both a discretionary and non‑discretionary basis. The firm offers ongoing investment supervisory services, prepares client‑specific Investment Policy Statements, provides financial planning, and arranges for third‑party money managers for certain clients.

KG’s investment process uses fundamental and cyclical analysis to shape asset allocation and security selection, documented in each client’s Investment Policy Statement. Its implementation toolkit includes long‑ and short‑term trading, margin and short sales, options writing (including covered, uncovered, and spreading strategies), and the firm may employ derivatives within separately managed accounts.

KG’s brochure discloses that it directs clients to specific third‑party managers and receives fee‑sharing and solicitation differentials from those relationships, an affiliation the firm identifies as a potential conflict of interest. The firm’s advisors also act in other financial industry capacities (registered representatives and licensed insurance agents) and participate in outside real‑estate ventures; these outside activities are disclosed and noted as additional sources of potential conflicts.