K
KLK Capital Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,065,206
Clients
105
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$238,716
About
KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high‑net-worth individuals, trusts and estates. The firm also offers public seminars and workshops intended to educate attendees about different types of investments and the services the firm provides.
Investment decisions are informed by fundamental analysis and Modern Portfolio Theory and are tailored to each client’s stated objectives, time horizon and risk tolerance. Portfolios are managed on a discretionary basis with periodic reviews (typically quarterly or as market conditions dictate) and may include long‑ and short‑term strategies, rebalancing and tax‑loss harvesting where appropriate.
A notable aspect of the firm is that a principal is a licensed insurance agent who spends roughly 20% of his time on insurance activities and may offer insurance products for separate compensation; the firm discloses this potential conflict and permits clients to obtain products elsewhere. The firm’s practice of holding fee‑based, public educational seminars and workshops is also less common among similar independent advisors and is presented as general education rather than individualized advice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Long-term care insurance
Wealth management
Fee options
Financial planning fixed fee of $500 per plan
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.90% annually $5,000,000+: 0.80% annually
Account minimum: $100,000 (may be lowered or waived in certain instances)
Main office location
KLK Capital Wealth Advisors LLC
Abita Springs LA, United States
Number of offices
1
Most active in
KLK Capital Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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