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Andrew Anthony Grezaffi

Investment adviser representative at Kg Capital Management, LLC
14 yearsExperience
3 statesRegistered in
$199.5MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Purshe Kaplan Sterling Investments, Inc.Aug 2012 to now
  2. Kg Capital Management, LLCMay 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 3 states (AL, LA, TX).

Kg Capital Management, LLC

$199.5MAssets managed
438Clients
10Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4810166
Firm CRD
164500
Advisor's SEC record (opens in a new tab)
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