Kropog FInancial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$149,998,232
Clients
221
23% high-net worth
Advisors
4
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
TypicalAverage account size
$678,725
About
Kropog Financial Group serves individuals, high net worth individuals, trusts, estates, retirement plans and businesses, delivering discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. The firm’s advisory agreements cover ongoing wealth management and retirement-plan oversight, including investment policy design and performance reporting for plan sponsors.
The firm typically constructs portfolios using low‑cost exchange‑traded funds while also employing mutual funds, individual stocks, REITs and alternative investments as needed, and it applies a mix of fundamental, technical, cyclical, behavioral and charting analysis. Kropog Financial generally pursues a long‑term orientation but implements shorter‑term trades for rebalancing, tax management or client cash needs, with portfolio decisions grounded in client goals and risk tolerance.
Kropog Financial discloses and sponsors a wrap fee program that bundles normal securities transaction costs into its advisory fee (see Appendix 1 – Wrap Fee Program Brochure), and its materials include performance reporting for clients and, unusually for firms of its size, advertise both historical performance results and hypothetical performance scenarios. The firm also documents that its advisory persons are registered representatives of LPL Financial and licensed insurance professionals and discloses the firm’s recommendation of LPL as custodian and the institutional platform benefits it receives.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Social Security optimization
Fee options
Fixed fees ranging from $300 to $15,000 for financial planning services
up to 2.00% annually
Advisory Persons are registered representatives of LPL Financial and earn commissions separately for securities transactions and insurance sales; commissions are separate from advisory fees
$300 per hour for financial planning services
Fee-only: Hourly fees of $300 per hour; fixed fees ranging from $300 to $15,000 for financial planning services
Main office location
Kropog FInancial Group, LLC
2895 Highway 190 Ste 205
Mandeville LA 70471, United States
Number of offices
2
Most active in
Kropog FInancial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Mississippi · Tennessee · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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