Kahler Financial Group, Inc. (Rapid City)

Name: Kahler Financial Group, Inc.
Address: 1010 9 Th Street, Rapid City, SD, 57701
Telephone: 605-343-1400

Kahler Financial Group, Inc. is a large advisory firm based in Rapid City. It manages $124.57 million of regulatory assets for 433 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Florida, Montana, and 3 other states.

Kahler Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, educational seminars and workshops, and consultation,financial coaching (individual & group), columnist & author, educational workshops and seminars. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kahler Financial Group: assets under management

The assets under management (AUM) of Kahler Financial Group, Inc. is $124.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and $3.25 million of the total AUM is attributable to clients outside of the United States.

The firm manages $124.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.69 thousand each.

Investments

The firm invests in pooled investment vehicles the most. They account for 88% of the total AUM. The second-largest asset type is exchange traded securities, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kahler Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kahler Financial Group serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Kahler Financial Group is high net worth individuals with 45 clients and $92.21 million of assets under management. Among the 8 most similar advisory firms, Kahler Financial Group has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $124.57 million for 90 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Kahler Financial Group doesn't advise any private funds.

Careers at Kahler Financial Group, Inc.

The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Steven Kahler	President and chief compliance officer	1 May 1989	Other	1072338
First American Trust	Owner	1 May 1989	75% - 100%	xxx-xx-xxxx

Based in Rapid City

The principal office where Kahler Financial Group, Inc. performs its advisory services is located at 1010 9 Th Street, Rapid City, SD 57701, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 605-343-1400 or by fax 605-721-0194. The normal business hours are 8 a.m.- 4:00 p.m. (mt) on Monday - Friday. You can find more information about the New York firm at financialawakenings.com.