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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KG CAPITAL MANAGEMENT, LLC

CRD 164500

SAINT FRANCISVILLE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:290467ff-ba4e-5e27-f549-768484dfc463

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 7
On other graphs: 0
Observed: Jan 17, 2018 to Jun 3, 2026
40 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $200MItem 5.F on the latest filing (2026-06-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $193M
Private client RAUM: $183MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $20.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 781
Individual clients: 325
High net worth clients: 99
SEC number: 801-112461
CRD: 164500
Filings on the tape: 40
First filed: Jan 17, 2018
Latest filed: Jun 3, 2026
Organised: Limited Liability Company, LA
Website: kgcapitalmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GABRIEL SIMON KORA	n/a	SAINT FRANCISVILLE, LA \| Saint Francisville, LA	14	23	2	yes
ANDREW ANTHONY GREZAFFI	n/a	SAINT FRANCISVILLE, LA	14	22	1	yes
RALPH W. THERIOT	n/a	Saint Francisville, LA \| BATON ROUGE, LA \| SAINT FRANCISVILLE, LA	13	46	n/a	no
LAMBERT J. BRENT	n/a	SAINT FRANCISVILLE, LA	13	40	n/a	no
LAWRENCE LATUSO	n/a	SAINT FRANCISVILLE, LA	12	17	n/a	no
YVETTE PORET-CROCHET	n/a	SAINT FRANCISVILLE, LA	12	19	n/a	no
DANIEL J. PRITCHARD	n/a	SAINT FRANCISVILLE, LA	12	41	n/a	no
HUBERT J KERNAN	n/a	SAINT FRANCISVILLE, LA	12	40	n/a	no
STEVEN OTTO MEDO	n/a	SAINT FRANCISVILLE, LA \| KENNER, LA	8	30	2	no
Andrew Collier Sessions	n/a	SAINT FRANCISVILLE, LA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GREZAFFI, ANDREW, ANTHONY	MANAGING MEMBER	C	yes	05/2012	Jan 17, 2018	May 14, 2024
KORA, GABRIEL, SIMON	MANAGING MEMBER	C	yes	05/2012	Jan 17, 2018	May 14, 2024
LEVASSEUR, CHRISTOPHE, FRANCIS	Member	C	yes	11/2016	Jan 17, 2018	May 14, 2024
LEVASSEUR, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	no	11/2021	Nov 9, 2021	May 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kenner	La	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$200M	$193M	3	3	1	n/a	n/a
2024	Apr 3, 2025	$414M	$414M	9	8	1	n/a	n/a
2023	Mar 5, 2024	$349M	$349M	7	6	1	n/a	n/a
2022	Jan 26, 2023	$283M	$283M	7	6	1	n/a	n/a
2021	Feb 3, 2022	$289M	$284M	8	7	2	n/a	n/a
2020	Feb 5, 2021	$221M	$215M	7	7	2	n/a	n/a
2019	Jan 17, 2020	$145M	$140M	5	5	2	n/a	n/a
2018	Jan 22, 2019	$122M	$122M	5	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	40.0%	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$200M	$414M	-51.8%	$283M	-11.0%	4	9	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CANE CAPITAL PARTNERS, LLC	4	Dec 18, 2025	Sep 3, 2025	SAINT FRANCISVILLE, LA	Team lift out	RIA to new firm	30.8%

Relationships

Registered with (14)

← Andrew Collier SessionsAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← STEVEN OTTO MEDOAdvisorregistration: previous registration
May 5, 2017 to Oct 30, 2017factForm ADV
← DANIEL J. PRITCHARDAdvisorregistration: current employment
Mar 14, 2014 to presentfactForm ADV
← HUBERT J KERNANAdvisorregistration: current employment
Mar 14, 2014 to presentfactForm ADV
← YVETTE PORET-CROCHETAdvisorregistration: current employment
Feb 27, 2014 to presentfactForm ADV
← LAWRENCE LATUSOAdvisorregistration: current employment
Jan 2, 2014 to presentfactForm ADV
← LAMBERT J. BRENTAdvisorregistration: current employment
Sep 4, 2013 to presentfactForm ADV
← RALPH W. THERIOTAdvisorregistration: current employment
Aug 21, 2013 to presentfactForm ADV
← GABRIEL SIMON KORAAdvisorregistration: current employment
Jul 31, 2012 to presentfactForm ADV
← ANDREW ANTHONY GREZAFFIAdvisorregistration: current employment
Jul 31, 2012 to presentfactForm ADV
← MICHAEL WAYNE WORDAdvisorregistration: previous registration
Aug 14, 2020 to Dec 18, 2025factForm ADV
← HUGH AMES UHALTAdvisorregistration: previous registration
Jul 13, 2018 to Dec 18, 2025factForm ADV
← CHRISTOPHE FRANCIS LEVASSEURAdvisorregistration: previous registration
Mar 30, 2017 to Dec 18, 2025factForm ADV
← Matthew Michael WordAdvisorregistration: previous registration
Mar 11, 2025 to Dec 18, 2025factForm ADV

Moved with (1)

→ CANE CAPITAL PARTNERS, LLCRegistered adviser4 advisors, team lift out, same day
Dec 18, 2025 to Sep 3, 2025factForm ADV

Controls (3)

← LEVASSEUR, CHRISTOPHE, FRANCISOwnerMEMBER, ownership code C, individual
Jan 17, 2018 to May 14, 2024factForm ADV
← KORA, GABRIEL, SIMONOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2018 to May 14, 2024factForm ADV
← GREZAFFI, ANDREW, ANTHONYOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2018 to May 14, 2024factForm ADV

Owns (1)

← LEVASSEUR, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 9, 2021 to May 14, 2024factForm ADV

Dated events

Occurred
Mar 6, 2026
Regulatory AUM changed
Kg Capital Management, Llc reported RAUM $199.5M, down 52% from $414.1M (2025-12-12 to 2026-03-06)
Form ADVobserved 6 days ago
$-215M
Occurred
Dec 18, 2025
Team lift-out
4 advisors left KG Capital Management, LLC (Saint Francisville, LA) for Cane Capital Partners, LLC on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Dec 18, 2025
Advisor changed firm
Michael Wayne Word left Kg Capital Management, Llc for Cane Capital Partners, Llc (registered 2025-08-31)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2025
Advisor changed firm
Matthew Michael Word left Kg Capital Management, Llc for Cane Capital Partners, Llc (registered 2025-09-03)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2025
Advisor changed firm
Christophe Francis Levasseur left Kg Capital Management, Llc for Cane Capital Partners, Llc (registered 2025-08-31)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2025
Advisor changed firm
Hugh Ames Uhalt left Kg Capital Management, Llc for Cane Capital Partners, Llc (registered 2025-09-02)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2018
First Form ADV filing
Kg&L Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:290467ff-ba4e-5e27-f549-768484dfc463
First observed: Jan 17, 2018
Last observed: Jun 3, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KG CAPITAL MANAGEMENT, LLC

CRD 164500

SAINT FRANCISVILLE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:290467ff-ba4e-5e27-f549-768484dfc463

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GABRIEL SIMON KORA

n/a

SAINT FRANCISVILLE, LA | Saint Francisville, LA

yes

ANDREW ANTHONY GREZAFFI

n/a

SAINT FRANCISVILLE, LA

yes

RALPH W. THERIOT

n/a

Saint Francisville, LA | BATON ROUGE, LA | SAINT FRANCISVILLE, LA

n/a

LAMBERT J. BRENT

n/a

SAINT FRANCISVILLE, LA

n/a

LAWRENCE LATUSO

n/a

SAINT FRANCISVILLE, LA

n/a

YVETTE PORET-CROCHET

n/a

SAINT FRANCISVILLE, LA

n/a

DANIEL J. PRITCHARD

n/a

SAINT FRANCISVILLE, LA

n/a

HUBERT J KERNAN

n/a

SAINT FRANCISVILLE, LA

n/a

STEVEN OTTO MEDO

n/a

SAINT FRANCISVILLE, LA | KENNER, LA

Andrew Collier Sessions

n/a

SAINT FRANCISVILLE, LA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREZAFFI, ANDREW, ANTHONY

MANAGING MEMBER

yes

05/2012

Jan 17, 2018

May 14, 2024

KORA, GABRIEL, SIMON

MANAGING MEMBER

yes

05/2012

Jan 17, 2018

May 14, 2024

LEVASSEUR, CHRISTOPHE, FRANCIS

Member

yes

11/2016

Jan 17, 2018

May 14, 2024

LEVASSEUR, ELIZABETH

CHIEF COMPLIANCE OFFICER

11/2021

Nov 9, 2021

May 14, 2024

City

State

Country

Employees

Also broker-dealer

Kenner

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$200M

$193M

n/a

2024

Apr 3, 2025

$414M

n/a

2023

Mar 5, 2024

$349M

n/a

2022

Jan 26, 2023

$283M

n/a

2021

Feb 3, 2022

$289M

$284M

n/a

2020

Feb 5, 2021

$221M

$215M

n/a

2019

Jan 17, 2020

$145M

$140M

n/a

2018

Jan 22, 2019

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

40.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$200M

$414M

-51.8%

$283M

-11.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CANE CAPITAL PARTNERS, LLC

Dec 18, 2025

Sep 3, 2025

SAINT FRANCISVILLE, LA

Team lift out

RIA to new firm

30.8%