CRD: 117491
Kcpag Financial Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- American Funds
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-1999
- Office Locations
- 6
Office Locations
About Kcpag Financial Advisors LLC
Kemper Capital Management (KCPAG Financial Advisors) is a retail RIA providing advanced planning, investment consulting, and retirement planning. The team includes CFP®, CPA, and CFA® professionals and serves clients nationwide with offices in Illinois, Indiana, and California. Often works with retirees and business owners, implementing disciplined portfolios primarily through public funds; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between July 28, 2011 and August 8, 2012, reported AUM decreased 18.9%, from $61.8M to $50.1M.
Of the latest reported AUM, 24.4% is discretionary and 75.6% is non-discretionary.
The firm reports 13 advisory representatives and 3,029 clients, or 233 clients per representative. That equates to $7.6K in reported AUM per client.
The profile lists 6 reported office locations and 27 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
THOMAS ARTHUR MOORE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2559735
- Ownership
- 5% but less than 10%
SHAWNA DELANE HORNE
Compliance Officer
- CRD
- #4601162
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TRENT BIERMAN
Financial Advisor
- CRD
- #6673474
BRIAN ANTHONY BOUILLET
Financial Advisor
- CRD
- #5518362
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,134,967 | $408,069 |
| Non-Discretionary | $0 | $201,511 |
| Total | $23,134,967 | $229,936 |
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Separately Managed Accounts
SMA allocation detail is available
Kcpag Financial Advisors LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.