Kb Financial Advisors LLC: new SEC registration, $115M AUM, San Francisco, CA
Kb Financial Advisors LLC (San Francisco, California): new SEC registration, $115M AUM, San Francisco, CA. Its amount of 115 is below the median of 134 (31st percentile). Dated 286 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Kb Financial Advisors LLC |
| Legal name | Kb Financial Advisors LLC |
| CRD | 134374 |
| Status | Approved |
| Registered with the SEC | 2026-01-22 |
| Latest Form ADV filing | 2026-02-23 |
| Location | San Francisco, CA, United States |
| Regulatory AUM | $115,482,021 |
| Accounts | 386 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/kb-financial-advisors |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Kb Financial Advisors LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Kb Financial Advisors LLC's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for Kb Financial Advisors LLC in San Francisco, California?
Kb Financial Advisors LLC received SEC registration as an investment adviser (2026-01-22) with $115,482,021 in regulatory assets under management, based in San Francisco, CA.
How does Kb Financial Advisors LLC compare to other California NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 286 days old; check the official source for later updates before acting.
Kb Financial Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Kb Financial Advisors LLC | San Francisco, CA | 115 | 31st | 2026-01-22 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.