Kg&l Capital Management, LLC

About Kg&l Capital Management, LLC

<p>Along the Mississippi River north of Baton Rouge, Kg&amp;l Capital Management, LLC works with retirement plan sponsors as an investment advisor offering both 3(21) and 3(38) fiduciary services.</p> <p>Based in Saint Francisville, the firm is a Registered Investment Advisor and provides investment management and wealth planning support for individuals, families, and businesses. As of 2026, Kg&amp;l Capital Management, LLC reports $0.4B in assets under management.</p> <p>Its work includes investment management, financial planning, asset allocation, and wealth preservation strategies. Clients can expect a team-based process and advice delivered under a fiduciary standard, with an emphasis on clear, unbiased guidance.</p> <p>What sets the firm apart is the ability to act in either a co-fiduciary role (3(21)) or as the party making investment decisions (3(38)), depending on how a plan sponsor wants to structure responsibilities.</p> <ul> <li>3(21) fiduciary investment advice</li> <li>3(38) discretionary investment management</li> <li>Investment management</li> <li>Financial planning and asset allocation</li> <li>Wealth preservation strategies</li> </ul>

Website: http://www.kglcapitalmanagement.com/