A complete list of active advisors currently associated with KG Capital Management, LLC

Warmer can help you find a great advisor at KG Capital Management, LLC or one who fits your needs even better.

KG Capital Management serves individuals, small businesses, trusts, estates and high‑net‑worth clients with ongoing portfolio management, financial planning, and retirement plan services. The firm also provides ERISA plan consulting and can act as a limited‑scope 3(21) adviser or as a full 3(38) investment manager for retirement plans, and it manages held‑away accounts (e.g., 401(k)s, 529s, HSAs) through a third‑party platform. KG documents client objectives in an Investment Policy Statement and offers both discretionary and non‑discretionary management, applying fundamental and cyclical analysis alongside periodic portfolio reviews, rebalancing, and tax‑aware considerations. Its advisory program includes active trading tools — including options, margin, inverse/leveraged ETFs and other derivatives in managed accounts — with disclosures of the related risks and controls. The firm’s business relationships are more interconnected than many peers: several investment adviser representatives are also registered representatives of Purshe Kaplan Sterling Investments, Inc., KG uses affiliated broker‑dealer sweep and margin arrangements, and the firm may act as general partner for private pooled vehicles it recommends. Combined with its ERISA 3(38) offerings and explicit use of derivatives in separately managed accounts, these affiliations and service capabilities distinguish KG from typical team‑sized advisory firms.

To learn more about the advisors currently working at KG Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lambert Brent	Saint Francisville, LA	13
Andrew Grezaffi III	Saint Francisville, LA	22
Hubert Kernan	Saint Francisville, LA	12
Gabriel Kora III	Saint Francisville, LA	26
Lawrence Latuso	Saint Francisville, LA	12
Steven Medo III	Saint Francisville, LA	21
Yvette Poret Crochet	Saint Francisville, LA	12
Daniel Pritchard	Saint Francisville, LA	12
Andrew Sessions	Saint Francisville, LA	0
Ralph Theriot	Saint Francisville, LA	13

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