KPC FINANCIAL SOLUTIONS, LLC

KPC FINANCIAL SOLUTIONS, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 317107). Regulatory assets under management: $75.5M.

Registration

• CRD: 317107
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search