Zaloguj Zarejestruj się zadarmo

Kcpag Financial Advisors LLC (Robinson)


Kcpag Financial Advisors LLC is an adviser based in Robinson. It manages $50.13 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Indiana, and 4 other states.




Kcpag Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kcpag Financial Advisors: assets under management

The assets under management (AUM) of Kcpag Financial Advisors LLC is $50.13 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.24 million in discretionary accounts and $37.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $408.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $201.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kcpag Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kemper Cpa Group Llc Parent company 1 Aug 1998 75% - 100% 37-0818432
Kemper Cpa Group Llp Parent company 1 Aug 1998 75% - 100% 37-0818432
Thomas Arthur Moore 5% owner 1 May 2006 Other 2559735
Gregory Paul Meador 2% owner 1 May 2007 Other 1636501

Based in Robinson

The principal office where Kcpag Financial Advisors LLC performs its advisory services is located at 302 E. Walnut Street, Robinson, IL 62454, which is also the mailing address of the firm. An additional office of the firm is in Vincennes, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 618-544-4993 or by fax 618-544-2140. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.


Registered investment advisers similar to Kcpag Financial Advisors LLC