KAHLER FINANCIAL GROUP, INC.
Adviser information for KAHLER FINANCIAL GROUP, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Dakota, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 456 | $150.3M |
| Non-Discretionary | 74 | $8.0M |
| Total | 530 | $158.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 49 | $29.4M |
| HNW Individuals | 50 | $118.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 4 | $11.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshopsCONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR, EDUCATIONAL WORKSHOPS AND SEMINARS |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesBLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT |
Identifiers
| SEC RIA File Number | 801-62099 |
|---|---|
| SEC ERA File Number | 801-62099 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124042 |
| Legal Entity Identifier | None |
Principal Office
1010 9TH STREETSUITE 1
RAPID CITY
SD
United States
Monday - Friday, 8 A.M.- 4:00 P.M. (MT)
Tel: 605-343-1400, Fax: 605-721-0194
Chief Compliance Officer
RICHARD KAHLER
PRESIDENT
1010 9TH STREET
SUITE 1
RAPID CITY
SD
United States
Tel:
605-343-1400
Fax:
605-721-0194
R***@******************M
(Full email address available in API data)
Regulatory Contact
JILLIAN STEEN
OPERATIONS
1010 9TH STREET
SUITE 1
RAPID CITY
SD
United States
Tel:
605-343-1400
Fax:
605-721-0194
J******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIRST AMERICAN TRUST | Domestic Entity | – | OWNER - 88.89% VOTING SHARES | 05/1989 | < 5% |
| KAHLER, RICHARD, STEVEN | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 05/1989 | < 5% |
| KAHLER, RICHARD, STEVEN | Individual | FIRST AMERICAN TRUST | TRUSTEE | 05/1989 | |
| Welch-Kahler, Marcia | Individual | RICHARD KAHLER LEGACY TRUST | TRUSTEE | 01/2020 | |
| RICHARD KAHLER LEGACY TRUST | Domestic Entity | – | OWNER - NON-VOTING SHARES | 01/2020 | > 75% |
| RICHARD KAHLER LEGACY TRUST FBO LONDON | Domestic Entity | – | OWNER - NON-VOTING SHARES | 01/2020 | 25-50% |
| KAHLER, RICHARD, STEVEN | Individual | RICHARD KAHLER LEGACY TRUST | TRUSTEE | 01/2020 | |
| GEHRING, NATHANIEL, GJERMUND | Individual | – | OWNER | 01/2023 | 10-25% |