Investment adviser · CRD 134374
KB FINANCIAL ADVISORS LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Feb 23, 2026
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 386 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 16 | $62,173,406 | 53.8% |
| Individuals | 120 | $53,308,615 | 46.2% |
Filing source
Form ADV 2053773 · Feb 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
595 MARKET STREET, SUITE 1023SAN FRANCISCO, CA, 94105, United States
CRD 134374
Filing source
Form ADV 2053773 · Feb 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.