KB Financial Advisors LLC

Overview

KB Financial Advisors LLC is an independent, LLC-structured registered investment adviser that entered SEC registration in 2026. The firm is owned by an individual and focuses on individual and family clients, providing comprehensive financial planning and ongoing portfolio management services tailored to individuals and small businesses. Its billing mixes percentage-of-assets and fixed-fee arrangements. KB reports it does not position itself as an ESG-focused investor, is not a pension consultant or capital allocator, and does not identify as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices