Kropog Financial Group, LLC
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 282747
- Registered since
- April 14, 2022
- Website
- www.kropogfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.01%
- Individuals36.45%
- Pension & Profit Sharing Plans4.95%
- Charitable Organizations1.52%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kropog Financial Group, LLC is an independent Registered Investment Adviser formed as an LLC and SEC-registered in 2022. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees. Kropog is not set up as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Calvin Foster-billiot
Chief Operating OfficerCRD 6133380
Contacts
3 of 4
Courtney Valentine
Financial AdvisorCRD 7221100
Ryan Kropog
Vice PresidentCRD 5210567
James Kropog
Investment Advisor RepresentativeCRD 1114321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$171M in ETFs
69%
$117M
23%
$53.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 GROWTH INDEX FUND (VOOG) | Vanguard | Passive | Large Growth | $31M | 374,994 | 18.12% |
Location
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 2895 Highway 190
- Time zone
- CT (UTC-6)
- Office locations
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