# KPC FINANCIAL SOLUTIONS, LLC

KPC FINANCIAL SOLUTIONS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 317107
- Type: SEC-registered investment adviser
- Location: 300 MORRISON PARK DRIVE, SOUTHLAKE, TX, 76092
- Phone: 877-572-7526
- Latest filing: 2026-06-11
- Regulatory AUM: $75.5M
- Discretionary AUM: $75.0M
- Non-discretionary AUM: $538K
- Clients: 8
- Accounts: 777

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317107/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317107/similar
- Related entities: https://search.stillhousedata.com/firm/317107/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317107

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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.