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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 22, 2025 and July 8, 2026, reported AUM increased 8.2%, from $173.9M to $188.1M.
Of the latest reported AUM, 76.8% is discretionary and 23.2% is non-discretionary.
The firm reports 10 advisory representatives and 101 clients, or 10.1 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full KFG, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Paul Harold Freidel
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7203448
- Ownership
- 50% but less than 75%
BENJAMIN AARON PAULDING
Chief Financial Officer, Chief Operating Officer, Managing Member
- CRD
- #5988128
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Cecilia Octavia Milagro Fleming
--
- CRD
- #7751927
NATHANIEL GJERMUND GEHRING
--
- CRD
- #4961415
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
KFG, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.