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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

KAHLER FINANCIAL GROUP, INC.

CRD 124042

RAPID CITY, SD

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:dffa89c2-429e-b3df-be85-3e54bb63737a

Data as of Apr 2, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 14
On other graphs: 0
Observed: Feb 9, 2012 to Apr 2, 2025
48 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $174MItem 5.F on the latest filing (2025-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $165M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 537
Individual clients: 45
High net worth clients: 50
SEC number: 801-62099
CRD: 124042
Filings on the tape: 48
First filed: Feb 9, 2012
Latest filed: Apr 2, 2025
Organised: Corporation, SD

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
FIRST AMERICAN TRUST	OWNER - 88.89% VOTING SHARES	Na	yes	05/1989	Feb 9, 2012	Mar 29, 2024
GEHRING, NATHANIEL, GJERMUND	Owner	B	yes	01/2023	Mar 30, 2023	Mar 29, 2024
KAHLER, RICHARD, STEVEN	Trustee	F	yes	01/2020	Feb 9, 2012	Mar 29, 2024
KAHLER, RICHARD, STEVEN	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	05/1989	Feb 9, 2012	Mar 29, 2024
KAHLER, RICHARD, STEVEN	Trustee	F	yes	05/1989	Feb 9, 2012	Mar 29, 2024
RICHARD KAHLER LEGACY TRUST	OWNER - NON-VOTING SHARES	E	no	01/2020	Aug 17, 2023	Mar 29, 2024
RICHARD KAHLER LEGACY TRUST FBO LONDON	OWNER - NON-VOTING SHARES	C	no	01/2020	Mar 30, 2020	Mar 29, 2024
Welch-Kahler, Marcia	Trustee	F	no	01/2020	Mar 26, 2020	Mar 29, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 2, 2025	$174M	$165M	7	7	0	n/a	n/a
2023	Mar 25, 2024	$158M	$150M	5	3	0	n/a	n/a
2022	Mar 30, 2023	$158M	$150M	4	4	0	n/a	n/a
2021	Mar 30, 2022	$179M	$179M	4	4	0	n/a	n/a
2020	Mar 23, 2021	$159M	$148M	8	4	1	n/a	n/a
2019	Mar 26, 2020	$152M	$152M	7	4	1	n/a	n/a
2018	Mar 13, 2019	$125M	$125M	7	2	1	n/a	n/a
2017	Mar 16, 2018	$122M	$122M	7	2	1	n/a	n/a
2016	Mar 10, 2017	$130M	$130M	7	4	n/a	n/a	n/a
2015	Feb 9, 2016	$111M	$111M	8	3	n/a	n/a	n/a
2014	Feb 5, 2015	$196M	$196M	5	2	n/a	n/a	n/a
2013	Feb 3, 2014	$200M	$200M	5	2	n/a	n/a	n/a
2012	Jan 25, 2013	$194M	$194M	6	1	n/a	n/a	n/a
2011	Feb 9, 2012	$141M	$129M	n/a	n/a	n/a	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	n/a	0	0	0	0	5

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
2024	$174M	$158M	9.8%	$179M	-0.9%	7	5	0	0

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
KFG, LLC	3	Dec 22, 2025	Sep 15, 2025	RAPID CITY, SD	Firm absorbed	RIA to RIA	75.0%

Relationships

Registered with (10)

← RICHARD STEVEN KAHLERAdvisorregistration: previous registration
Jul 20, 1988 to Dec 22, 2025factForm ADV
← NATHANIEL GJERMUND GEHRINGAdvisorregistration: previous registration
Jul 17, 2019 to Dec 22, 2025factForm ADV
← Aaron Thomas FreemanAdvisorregistration: previous registration
Jun 6, 2024 to Dec 22, 2025factForm ADV
← Cecilia Octavia Milagro FlemingAdvisorregistration: previous registration
May 30, 2023 to Dec 22, 2025factForm ADV
← BRENDAN RICHARD PHEASANTAdvisorregistration: previous registration
Oct 10, 2022 to Dec 20, 2023factForm ADV
← Brian Harlan WaldnerAdvisorregistration: previous registration
Dec 1, 2021 to Mar 31, 2023factForm ADV
← Christina LynnAdvisorregistration: previous registration
Jan 5, 2021 to May 31, 2022factForm ADV
← MARC ANTHONY JIMENEZAdvisorregistration: previous registration
Dec 7, 2017 to Feb 15, 2022factForm ADV
← Nikolas Stefan BoyceAdvisorregistration: previous registration
Feb 28, 2017 to Apr 27, 2017factForm ADV
← Jill Marie RolfsmeierAdvisorregistration: previous registration
Dec 10, 2015 to Jan 25, 2017factForm ADV

Moved with (1)

→ KFG, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 22, 2025 to Sep 15, 2025factForm ADV

Controls (3)

← KAHLER, RICHARD, STEVENOwnerTRUSTEE, ownership code F, individual
Feb 9, 2012 to Mar 29, 2024factForm ADV
← GEHRING, NATHANIEL, GJERMUNDOwnerOWNER, ownership code B, individual
Mar 30, 2023 to Mar 29, 2024factForm ADV
← FIRST AMERICAN TRUSTOwnerOWNER - 88.89% VOTING SHARES, ownership code NA, domestic entity
Feb 9, 2012 to Mar 29, 2024factForm ADV

Owns (3)

← Welch-Kahler, MarciaOwnerTRUSTEE, ownership code F, individual
Mar 26, 2020 to Mar 29, 2024factForm ADV
← RICHARD KAHLER LEGACY TRUSTOwnerOWNER - NON-VOTING SHARES, ownership code E, domestic entity
Aug 17, 2023 to Mar 29, 2024factForm ADV
← RICHARD KAHLER LEGACY TRUST FBO LONDONOwnerOWNER - NON-VOTING SHARES, ownership code C, domestic entity
Mar 30, 2020 to Mar 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 22, 2025
Firm absorbed
Kahler Financial Group, Inc.'s advisors moved to Kfg, LLC (Rapid City, SD): 3 of 4 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Dec 22, 2025
Advisor changed firm
Aaron Thomas Freeman left Kahler Financial Group, Inc. for Kfg, Llc (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor changed firm
Richard Steven Kahler left Kahler Financial Group, Inc. for Kfg, Llc (registered 2025-09-12)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor changed firm
Cecilia Octavia Milagro Fleming left Kahler Financial Group, Inc. for Kfg, Llc (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor changed firm
Nathaniel Gjermund Gehring left Kahler Financial Group, Inc. for Kfg, Llc (registered 2025-09-23)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Brendan Richard Pheasant left Kahler Financial Group, Inc. for Tuyyo Planning Group (registered 2023-12-21)
Form ADVobserved 4 days ago
Occurred
Aug 17, 2023
Control person left
Jill Alison Scherr (Owner) no longer on Schedule A of Kahler Financial Group, Inc. (listed 2023-03-30, absent 2023-08-17)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Brian Harlan Waldner left Kahler Financial Group, Inc. for Ep Wealth Advisors (registered 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Jill Alison Scherr (Owner) appeared on Schedule A of Kahler Financial Group, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Gjermund Nathaniel Gehring (Owner) appeared on Schedule A of Kahler Financial Group, Inc.
Form ADVobserved 4 days ago
Occurred
May 31, 2022
Advisor changed firm
Christina Lynn left Kahler Financial Group, Inc. for Mariner (registered 2022-06-27)
Form ADVobserved 4 days ago
Occurred
Feb 15, 2022
Advisor departed, no destination yet
Marc Anthony Jimenez no longer registered at Kahler Financial Group, Inc.; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
Control person joined
Marcia Welch-Kahler (Trustee) appeared on Schedule A of Kahler Financial Group, Inc.
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Kahler Financial Group, Inc. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $173.9M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dffa89c2-429e-b3df-be85-3e54bb63737a
First observed: Feb 9, 2012
Last observed: Apr 2, 2025 17 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.

KAHLER FINANCIAL GROUP, INC.

CRD 124042

RAPID CITY, SD

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:dffa89c2-429e-b3df-be85-3e54bb63737a

Data as of Apr 2, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIRST AMERICAN TRUST

OWNER - 88.89% VOTING SHARES

yes

05/1989

Feb 9, 2012

Mar 29, 2024

GEHRING, NATHANIEL, GJERMUND

Owner

yes

01/2023

Mar 30, 2023

Mar 29, 2024

KAHLER, RICHARD, STEVEN

Trustee

yes

01/2020

Feb 9, 2012

Mar 29, 2024

KAHLER, RICHARD, STEVEN

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

05/1989

Feb 9, 2012

Mar 29, 2024

KAHLER, RICHARD, STEVEN

Trustee

yes

05/1989

Feb 9, 2012

Mar 29, 2024

RICHARD KAHLER LEGACY TRUST

OWNER - NON-VOTING SHARES

01/2020

Aug 17, 2023

Mar 29, 2024

RICHARD KAHLER LEGACY TRUST FBO LONDON

OWNER - NON-VOTING SHARES

01/2020

Mar 30, 2020

Mar 29, 2024

Welch-Kahler, Marcia

Trustee

01/2020

Mar 26, 2020

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 2, 2025

$174M

$165M

n/a

2023

Mar 25, 2024

$158M

$150M

n/a

2022

Mar 30, 2023

$158M

$150M

n/a

2021

Mar 30, 2022

$179M

n/a

2020

Mar 23, 2021

$159M

$148M

n/a

2019

Mar 26, 2020

$152M

n/a

2018

Mar 13, 2019

$125M

n/a

2017

Mar 16, 2018

$122M

n/a

2016

Mar 10, 2017

$130M

n/a

2015

Feb 9, 2016

$111M

n/a

2014

Feb 5, 2015

$196M

n/a

2013

Feb 3, 2014

$200M

n/a

2012

Jan 25, 2013

$194M

n/a

2011

Feb 9, 2012

$141M

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$174M

$158M

9.8%

$179M

-0.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KFG, LLC

Dec 22, 2025

Sep 15, 2025

RAPID CITY, SD

Firm absorbed

RIA to RIA

75.0%