CRD: 282747
Kropog Financial Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-28-2016
- Office Locations
- 1
Office Locations
About Kropog Financial Group, LLC
Kropog Financial Group, LLC provides financial planning and asset management for individuals and business owners, including retirement plan and estate planning support plus insurance and 529 plan guidance. Portfolios use mutual funds and ETFs and may incorporate annuities and real estate exposure. Custodied through LPL Financial.
Reported data analysis
What the numbers show
Between December 3, 2025 and April 13, 2026, reported AUM increased 13.0%, from $142.0M to $160.5M.
Across 5 reported observations, AUM increased 39.4% between October 28, 2022 and April 13, 2026, from $115.1M to $160.5M.
Of the latest reported AUM, 95.1% is discretionary and 4.9% is non-discretionary.
The firm reports 4 advisory representatives and 221 clients, or 55.3 clients per representative. That equates to $726.2K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Kropog Financial Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Kropog Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN CHRISTOPHER KROPOG
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #5210567
- Ownership
- 75% or more
CALVIN J FOSTER-BILLIOT
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES JOHN KROPOG JR
--
- CRD
- #1114321
Christopher Cole Rodriguez
Financial Advisor
- CRD
- #7422081
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,554,573 | $294,507 |
| Non-Discretionary | $7,939,024 | $1,984,756 |
| Total | $160,493,597 | $307,459 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Kropog Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing