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
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- 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
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Full visibility includes strategy notes for zenith fusion prime.
Asset Classes
Bridge Vector Catalyst Legacy Oak
Investment Themes
Quantum delta Radial capital Bridge Pathway element Harbor signal
Investment Vehicles
Atlas Vector
Services
Alpha frontier Oak Ridge ridge Harbor insight Value pioneer Wave matrix Focus Peak element
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 |
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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 |