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KFG, LLC

KFG, LLC. CRD 337331

K

CRD: 337331

KFG, LLC

Rapid City, SD, 57701
6053431400
$188.1M Total AUM
$144.4M Disc. AUM
-- 3Y CAGR
10 Employees
101 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Principal
Clients
Retail and Institutional
Platforms
EmberLegacy +more
Established Date
09-03-2025
Office Locations
3

Office Locations

1010 Ninth Street #1 Rapid City SD
-- Boca Raton FL
-- Nampa ID

About KFG, LLC

Kahler Financial (KFG, LLC) is a Rapid City, SD fee-only, fiduciary RIA providing holistic financial planning, investment management, and one-time “Lightning Meetings,” with integrated financial therapy through Advanced Wellbeing. The firm serves business owners, professionals, and retirees nationwide (virtual) and locally in person, emphasizing commission-free, client-centered advice and values-based portfolio management. Their CIO previously spent five years on the South Dakota Investment Council.

Team overview

57 AVG AGE
$18.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.7 yrs AVG TENURE
10 Employees
10 Advisory Reps
7 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Wave Harbor insight Wave optima Unison Bridge catalyst Vector Frontier

Client Personas

Unison Wave horizon Radial zenith

Custodian

Value signal Timber pioneer Fusion signal Pathway Horizon Radial Matrix alpha Timber Wave

Fund Managers

Bridge ridge

Investment Themes

Summit crest Wave bridge Insight Quantum Focus

Investment Vehicles

Momentum bridge Pathway

Platform

Vector summit Delta momentum

Services

Beacon Legacy Legacy bridge Ember ridge Summit Value pioneer Fusion harbor Glacier insight Signal Summit oak Atlas Atlas Atlas atlas Prime Radial Delta

Technology

Insight wave Value Quantum unison Harbor Peak

Owner & Executives

P

Paul Harold Freidel

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#7203448
Ownership
50% but less than 75%
(581) 972-8115
vital.pioneer@unisoncapital.com
in linkedin.com/in/catalyst-glacier
B

BENJAMIN AARON PAULDING

Chief Financial Officer, Chief Operating Officer, Managing Member

CRD
#5988128
Ownership
10% but less than 25%
(690) 821-3905
alpha.wave@harborcapital.com
in linkedin.com/in/element-oak

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Contacts

Cecilia Octavia Milagro Fleming

Cecilia Octavia Milagro Fleming

--

CRD
#7751927
(821) 553-3596
oak.momentum@harborcapital.com
in linkedin.com/in/crest-north
NATHANIEL GJERMUND GEHRING

NATHANIEL GJERMUND GEHRING

--

CRD
#4961415
(930) 958-8977
glacier.prime@capitalcapital.com
in linkedin.com/in/quantum-wave
E

Ember value

Eagle fusion vector

CRD
#44041
(754) 287-8463
fusion.vertex@unisoncapital.com
in linkedin.com/in/foundation-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-22-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $144,400,000 $379,003
Non-Discretionary $43,700,000 $323,704
Total $188,100,000 $364,535

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Separately Managed Accounts

Total SMA Asset: $188,100,000

$188.1M Total SMA
Private Funds:
35.9%
Equity - Exchange:
34.6%
Cash:
13.9%
U.S. Government/Agency:
15.6%
Asset class Assets Assets %
Private Funds $362,536,420 35.9%
Equity - Exchange $349,408,360 34.6%
Cash $140,369,254 13.9%
U.S. Government/Agency $157,536,717 15.6%
Total $1,009,850,751 100.0%

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