A complete list of active advisors currently associated with KG Capital Management, LLC

Warmer can help you find a great advisor at KG Capital Management, LLC or one who fits your needs even better.

KG Capital Management provides ongoing discretionary and non-discretionary portfolio management, financial planning, and selection-of-adviser services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm manages a range of investment types—equities, fixed income, mutual funds, ETFs, REITs, private placements and other instruments—and charges asset‑based fees for portfolio management and hourly fees for financial planning. The firm builds an Investment Policy Statement for each client and uses fundamental and cyclical analysis to inform asset allocation and security selection, offering both long‑ and short‑term trading approaches. Its stated strategies include margin transactions and options writing (including covered and uncovered strategies), and the firm monitors accounts regularly while retaining the ability to trade on a discretionary basis or refer accounts to third‑party managers. KG is distinctive among peers in formally directing certain clients to a named third‑party manager (Global Investment Advisory, LLC) and in having fee‑sharing and referral arrangements with outside managers, a relationship the brochure discloses as a potential conflict of interest. The firm’s representatives also maintain broker‑dealer registrations and insurance licenses and engage in several outside real‑estate activities, and the adviser requires clients to use a specified custodian for trade execution.

To learn more about the advisors currently working at KG Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.