KG&L CAPITAL MANAGEMENT, LLC

4782 Prosperity Street
Saint Francisville, Louisiana 70775
Tel: 225-245-5153

About KG&L CAPITAL MANAGEMENT, LLC

KG&L CAPITAL MANAGEMENT, LLC, formally registered with the SEC as KG&L CAPITAL MANAGEMENT, LLC. The firm was established in 02/16/2018. They have over 2 offices throughout the country.

KG&L CAPITAL MANAGEMENT, LLC is a Saint Francisville, Louisiana based Financial Planning firm with nearly $414,086,497 assets under management, offering retirement planning & investment advisory services to 1298 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164500
SEC#	801-112461
Assets Managed by Firm	$414,086,497
No. of Clients	1298
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Other (FEES ARE NEGOTIABLE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1298	$414,086,497
Individuals (other than high net worth individuals)	583	$156,736,624
High net worth individuals	141	$233,494,639
Pension and profit sharing plans	12	$11,763,078
Charitable organizations	2	$1,214,771
Corporations or other businesses	17	$10,877,385

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NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$18,432,430,824	62249	570
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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