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KAHLER FINANCIAL GROUP, INC.

1010 9th Street
Suite 1
Rapid City, South Dakota 57701
Tel: 605-343-1400

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About KAHLER FINANCIAL GROUP, INC.

KAHLER FINANCIAL GROUP, INC, formally registered with the SEC as KAHLER FINANCIAL GROUP, INC. The firm was established in 06/05/2003. They have over 1 offices throughout the country.

KAHLER FINANCIAL GROUP, INC. is a Rapid City, South Dakota based Financial Planning firm with nearly $158,326,000 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#124042
SEC#801-62099
Assets Managed by Firm$158,326,000
No. of Clients530
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (CONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR, EDUCATIONAL WORKSHOPS AND SEMINARS)

Firm Client Information

No. of ClientsAUM
Firm Total530$158,326,000
Individuals (other than high net worth individuals)49$29,371,000
High net worth individuals50$117,955,000
Corporations or other businesses4$11,000,000

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HI-LINE CAPITAL MANAGEMENT, LLC
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