KFI Advisors

Overview

KFI Advisors is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its compensation model includes a traditional percentage-of-assets-under-management fee and provisions for performance-based fees. Regulatory and operational notes in the record indicate KFI Advisors is not a multi-state adviser, is not classified as a capital allocator, and does not position itself as an active ESG investor. The adviser appears to run portfolios directly rather than operating primarily as an allocator to other managers, while also having relationships that permit allocations into third-party alternative funds (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives