KG Capital Management, LLC logo

KG Capital Management, LLC

Updated today

Client assets under management

$182,553,470

Clients

424

23% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

141

Very High

Average account size

$430,551

About

KG Capital Management provides ongoing discretionary and non-discretionary portfolio management, financial planning, and selection-of-adviser services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm manages a range of investment types—equities, fixed income, mutual funds, ETFs, REITs, private placements and other instruments—and charges asset‑based fees for portfolio management and hourly fees for financial planning.

The firm builds an Investment Policy Statement for each client and uses fundamental and cyclical analysis to inform asset allocation and security selection, offering both long‑ and short‑term trading approaches. Its stated strategies include margin transactions and options writing (including covered and uncovered strategies), and the firm monitors accounts regularly while retaining the ability to trade on a discretionary basis or refer accounts to third‑party managers.

KG is distinctive among peers in formally directing certain clients to a named third‑party manager (Global Investment Advisory, LLC) and in having fee‑sharing and referral arrangements with outside managers, a relationship the brochure discloses as a potential conflict of interest. The firm’s representatives also maintain broker‑dealer registrations and insurance licenses and engage in several outside real‑estate activities, and the adviser requires clients to use a specified custodian for trade execution.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Active portfolio management

Occupation focus

Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% Above $4,000,000+: 0.75%

Commissions

Commissions are accepted for the sale of securities to clients but are not the primary source of income.

Project-based

$250 per hour

Main office location

KG Capital Management, LLC

4782 Prosperity Street

Saint Francisville LA 70775, United States

Number of offices

2

Most active in

Alabama · Colorado · Florida · Louisiana · Mississippi · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora is a financial advisor with KG Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory work, he is involved with Three Rivers Consulting Group, LLC, advising landowners on mineral leasing activities. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of investment strategies tailored to client needs.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
user avatar

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.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
user avatar

Andrew G

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Grezaffi is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory role, Grezaffi is a partner in a cattle ranch operation, maintaining approximately 180 head of cattle. 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 employs fundamental and cyclical analysis for asset allocation and uses a range of trading strategies, including derivatives, within separately managed accounts.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")