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Andrew S

Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora III is a financial advisor at KG Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with both Purshe Kaplan Sterling Investments Inc. and KG Capital Management since 2012. Outside of advisory services, he participates in mineral lease consulting and advises landowners through his involvement with Three Rivers Consulting Group, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm provides both discretionary and non-discretionary management using fundamental and cyclical analysis, and its advisory program includes the use of active trading tools and derivatives, distinguishing it from typical team-sized firms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Yvette P

Saint Francisville, LA

KG Capital Management, LLC

Yvette Poret Crochet is a financial advisor with KG Capital Management, LLC and has 12 years of industry experience. She is also a partner at Latuso & Johnson, CPA, LLC, a CPA firm. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and arranging third-party money managers. The firm’s investment process incorporates fundamental and cyclical analysis to guide asset allocation and security selection.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Daniel P

Saint Francisville, LA

KG Capital Management, LLC

Daniel Pritchard is a financial advisor at KG Capital Management, LLC with 12 years of experience at the firm and over 40 years as a CPA running his own accounting practice. He has been with KG Capital Management since 2014 and maintains an active CPA firm with no commission-based income. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of trading strategies within separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Ralph T

Saint Francisville, LA

KG Capital Management, LLC

Ralph Theriot is a financial advisor at KG Capital Management, LLC with 13 years of experience at the firm and a total of 46 years working as a CPA. He is based in Saint Francisville, LA. Outside of his advisory work, he is a partner in Hammond Aire Auto Spa Car Wash. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients with portfolio management, financial planning, and retirement plan services, offering both discretionary and non-discretionary management that incorporates fundamental and cyclical analysis along with tax-aware strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Lawrence L

Saint Francisville, LA

KG Capital Management, LLC

Lawrence Latuso is a financial advisor with KG Capital Management, LLC, based in Saint Francisville, LA, with 12 years of industry experience. He has been with KG Capital Management since 2013 and also co-manages Latuso & Johnson since 2009. In addition to his advisory roles, he is a partner in a CPA firm. KG Capital Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides investment supervisory services, financial planning, and access to third-party money managers, using fundamental and cyclical analysis to guide asset allocation and security selection.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Lambert B

Saint Francisville, LA

KG Capital Management, LLC

Lambert Brent is a financial advisor with KG Capital Management, LLC and has 13 years of industry experience. He is also a part owner of a CPA firm and has been associated with Kernan and Lambert since 1986. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, providing portfolio management, financial planning, retirement plan services, and ERISA consulting with both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Steven M

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Andrew G

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Grezaffi III is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, Inc. and KG Capital Management since 2012. Outside of his advisory work, he is a partner in a cattle ranch operation, Marydale Cattle Company, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary management, incorporating fundamental and cyclical analysis alongside tax-aware strategies, and provides specialized offerings such as ERISA plan consulting and active trading tools including derivatives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Hubert K

Saint Francisville, LA

KG Capital Management, LLC

Hubert Kernan is a financial advisor at KG Capital Management, LLC with 12 years of experience at the firm and over 40 years in the industry, including his ongoing role at Kernan & Lambert. He holds CPA credentials and owns a CPA firm, separate from his advisory work. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm’s investment approach incorporates fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a range of strategies including options and derivatives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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