KB FINANCIAL ADVISORS LLC

KB FINANCIAL ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 134374). Regulatory assets under management: $115.5M.

Registration

• CRD: 134374
• SEC file number: 801-135226
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134374 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search