Kb Financial Advisors LLC
● SEC registered since 2026CRD 134374SEC# 801-135226San Francisco, CA
Reg. AUM
$115.5M
Employees
4
Accounts
386
Location
San Francisco, CA
Kb Financial Advisors LLC assets under management
Kb Financial Advisors LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2026. It reports $115.5 million in regulatory assets under management and employs 4 people.
Kb Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jackie Lynn Kleinman Control | Member | Over 75% | 2002 |
| Joshua Landon Loveall Control | Member And Chief Compliance Officer | 10-25% | 2015 |
Frequently asked questions
How much does Kb Financial Advisors LLC manage?
Kb Financial Advisors LLC reports $115.5 million in regulatory assets under management on its Form ADV.
How many employees does Kb Financial Advisors LLC have?
Kb Financial Advisors LLC reports 4 employees.
Where is Kb Financial Advisors LLC located?
Kb Financial Advisors LLC is based in San Francisco, CA and has been SEC-registered since 2026.
Does Kb Financial Advisors LLC disclose fund performance?
Kb Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 595 Market Street, Suite 1023, San Francisco, CA 94105 |
| Phone | (415) 295-2487 |
| Office hours | 9-6 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.5M▲ 3%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$115.5Mregulatory AUM
Discretionary $115.5M