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K•••• FINANCIAL GROUP, LLC, CRD 310140
BEL AIR, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C•••••• R••••• W•••••• | Certified Financial Planner | BEL AIR, MD | 5 | 25 | 3 | no |
| C••• T••••• A•••••••• | Certified Financial Planner | BEL AIR, MD | 5 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A••••••••• C•••• T••••• | Member | B | yes | 01/2018 | Mar 31, 2026 | Mar 31, 2026 |
| C•••••• T•••••• J••••• | Member | A | yes | 01/2023 | Mar 31, 2026 | Mar 31, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| BEL AIR | Md | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 6.7% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $953M | 18.7% | $682M | 18.4% | 22 | 23 | 2 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | 3 | Oct 15, 2020 | Oct 21, 2020 | BEL AIR, MD | Team lift out | Ibd to new firm | 0.1% |
| no |
| R•••••• A••• F••••••• | Certified Financial Planner | BEL AIR, MD | 5 | 31 | 3 | no |
| B•••• E•••••• K•••• | Certified Financial Planner | BEL AIR, MD | 5 | 33 | 2 | no |
| T••••• J••••• C••••• | Certified Financial Planner | BEL AIR, MD | 5 | 10 | 1 | no |
| Z•••••• M•••••• S•••• | Certified Financial Planner | Blacksburg, VA | BEL AIR, MD | 4 | 13 | 1 | no |
| J••••• L•• H•••• | Certified Financial Planner | BEL AIR, MD | 4 | 10 | n/a | no |
| J•••• P•••• A••••• | Certified Financial Planner | BEL AIR, MD | 4 | 12 | n/a | no |
| L••••• M•••••• | n/a | BEL AIR, MD | 3 | 12 | n/a | no |
| M•••••• J••••• B••••••• | n/a | BEL AIR, MD | 3 | 23 | n/a | no |
| E•••• C• S•••• | n/a | BEL AIR, MD | 1 | 10 | n/a | no |
| C•••••• A•••• C•••••• | n/a | BEL AIR, MD | 1 | 12 | n/a | no |
| M•••••• R••••• P•••••• | n/a | BEL AIR, MD | 1 | 12 | 3 | no |
| Q•••• C•••••• S••••• | n/a | BEL AIR, MD | 1 | 12 | n/a | no |
| I••••• S•••• | n/a | BEL AIR, MD | 0 | 10 | n/a | no |
| W•••••• J••• D•••• R••• | n/a | BEL AIR, MD | 0 | 10 | n/a | no |
| CHIEF COMPLIANCE OFFICER |
| A |
| yes |
| 05/2022 |
| Mar 31, 2026 |
| Mar 31, 2026 |
| K••••• B••••• E•••••• | MANAGING MEMBER | Na | yes | 07/1997 | Mar 31, 2026 | Mar 31, 2026 |
| T•• D••••••••• C••••••• I••• | Owner | E | yes | 12/2017 | Mar 31, 2026 | Mar 31, 2026 |
| K••••• B••••• E•••••• | Trustee | F | yes | 04/2021 | Aug 14, 2020 | Nov 27, 2024 |
| K••••• K••••••••• V••••••• | Trustee | F | yes | 04/2021 | Sep 30, 2022 | Nov 27, 2024 |
| T•• K•••• F••••• R•••••••• T•••• | Owner | E | yes | 04/2021 | Mar 31, 2022 | Nov 27, 2024 |
| $1.1B |
| $1.1B |
| 22 |
| 13 |
| 2 |
| n/a |
| n/a |
| 2024 | Mar 31, 2025 | $953M | $887M | 23 | 14 | 3 | n/a | n/a |
| 2023 | Mar 28, 2024 | $811M | $747M | 20 | 13 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $682M | $631M | 21 | 13 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $744M | $744M | 19 | 12 | 1 | n/a | n/a |
| 2020 | Mar 24, 2021 | $586M | $586M | 17 | 13 | 1 | n/a | n/a |