CRD: 164500
KG Capital Management, LLC
$199.5M Total AUM
$193.1M Disc. AUM
-10.1% 3Y CAGR
4 Employees
438 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon oakHarbor north +more
- Established Date
- 07-31-2012
- Office Locations
- 3
Office Locations
2400 Veterans Memorial Blvd. STE 235 Kenner LA
4782 Prosperity Street Saint Francisville LA
9437 Brookline Avenue Baton Rouge LA
About KG Capital Management, LLC
KG Capital Management is a Louisiana-based registered investment advisor providing investment management and strategic wealth planning. The firm takes a team-based approach and focuses on unbiased, long-term portfolio construction and risk management for clients including retirees and business owners. Portfolios are largely implemented with ETFs, complemented by public funds and fixed income; custody includes Charles Schwab.
Team overview
47 AVG AGE
$66.5M AVG AUM / ADVISOR
$455.5K AVG AUM / CLIENT
11.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for glacier ridge delta.
Premium access reveals conviction themes in frontier matrix.
Premium access reveals conviction themes in unison prime.
Upgrade to reveal position-level detail across horizon timber.
Upgrade to reveal position-level detail across oak value.
Unlock to see real insight on atlas vital insight.
Request access to benchmark trends tied to oak glacier.
Full visibility includes strategy notes for zenith fusion prime.
Asset Classes
Bridge
Client Personas
Capital vital Bridge bridge
Custodian
Harbor horizon Harbor vector Ridge
Investment Themes
Quantum delta Radial capital Bridge Pathway element
Investment Vehicles
Atlas
Services
Alpha frontier Oak Ridge ridge Harbor insight Value pioneer Wave matrix Focus Peak element Frontier
Technology
Bridge vertex Oak Summit
Owner & Executives
A
ANDREW ANTHONY GREZAFFI III
Managing Member
- CRD
- #4810166
- Ownership
- 50% but less than 75%
(886) 275-3308
horizon.oak@vectorcapital.com
in linkedin.com/in/radial-radial
G
GABRIEL SIMON KORA III
Managing Member
- CRD
- #4132746
- Ownership
- 50% but less than 75%
(855) 697-3598
oak.vector@glaciercapital.com
in linkedin.com/in/optima-insight
N
North element
Fusion element pioneer
- CRD
- #45189
- Ownership
- 20.5%
(732) 879-7656
crest.meridian@atlascapital.com
in linkedin.com/in/foundation-element
Showing 2 of 3 owners & executives
Unlock allContacts
L
LAMBERT J. BRENT
Investment Advisor
- CRD
- #6244074
(544) 804-8921
harbor.crest@horizoncapital.com
in linkedin.com/in/ember-zenith
H
HUBERT J KERNAN
--
- CRD
- #6311139
(394) 244-3552
alpha.catalyst@deltacapital.com
in linkedin.com/in/horizon-pathway
S
Signal insight
Atlas alpha insight
- CRD
- #64505
(736) 289-2198
horizon.matrix@signalcapital.com
in linkedin.com/in/eagle-pioneer
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,111,517 | $247,897 |
| Non-Discretionary | $6,403,012 | $3,201,506 |
| Total | $199,514,529 | $255,460 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $199,514,529
Equity - Exchange:
13.8% Public Funds:
11.4% Municipal Bonds:
17.9% Cash:
16.7% Corporate - Investment Grade:
17.5% U.S. Government/Agency:
17.8% Derivatives:
4.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $380,554,178 | 13.8% |
| Public Funds | $314,370,842 | 11.4% |
| Municipal Bonds | $493,617,375 | 17.9% |
| Cash | $460,525,708 | 16.7% |
| Corporate - Investment Grade | $482,586,820 | 17.5% |
| U.S. Government/Agency | $490,859,736 | 17.8% |
| Derivatives | $135,124,310 | 4.9% |
| Total | $2,757,638,969 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA UNISON QUANTUM | ATLAS TIMBER | 3BYAM9TEC | URYO | 12.27% | $34,981,727 |
| QUANTUM RADIAL OAK | ELEMENT UNISON | A85EIWLV3 | PCO | 4.25% | $3,170,558 |
| MERIDIAN MATRIX LEGACY | CAPITAL VITAL | 1T9DCVDNH | LIOOL | 3.94% | $101,680,610 |
| RIDGE LEGACY HORIZON | INSIGHT WAVE | 43Z9LW69G | WYQ | 5.63% | $25,497,302 |
| PEAK EAGLE RADIAL | PRIME PRIME | BY2GH087F | WBY | 12.25% | $26,728,571 |
| NORTH MERIDIAN FRONTIER | CREST ELEMENT | 2UGHCK7EO | PJCFF | 7.00% | $105,406,111 |
| RIDGE ALPHA EAGLE | VECTOR BRIDGE | J7EBAOZ0L | TDXCE | 11.75% | $63,535,893 |
| ELEMENT LEGACY TIMBER | CAPITAL ZENITH | RM5T87M9K | NNCF | 10.26% | $89,749,974 |