# KB FINANCIAL ADVISORS LLC

KB FINANCIAL ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134374
- Type: SEC-registered investment adviser
- SEC file number: 801-135226
- Location: 595 MARKET STREET, SUITE 1023, SAN FRANCISCO, CA, 94105
- Phone: (415) 295-2487
- Latest filing: 2026-02-23
- Regulatory AUM: $115.5M
- Discretionary AUM: $115.5M
- Clients: 4
- Accounts: 386

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jackie Lynn Kleinman | MEMBER | — |
| Joshua Landon Loveall | MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134374/similar
- Related entities: https://search.stillhousedata.com/firm/134374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134374

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.