KF
Kml Financial Services Group, L.L.C.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 129105
· Manasquan, NJ
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ADV data as of Apr 15, 2026
- Regulatory AUM
- $23.2M
- Discretionary
- $23.2M
- Clients
- 29
- Avg AUM / client
- $801K
- Accounts
- 60
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $5.0M | 21.5% |
| High net worth individuals | 8 | $18.2M | 78.2% |
| Corporations and other businesses | Fewer than 5 clients | $53.5K | 0.23% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Alfred Gargiulo | Registered representative | Apr 2023 (3y) | ||
| Kenneth Patrick Leblanc | Registered representative | CFP | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $22.4M (97% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗