KB Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
KB Financial Advisors reports 136 clients. They include 120 individual clients and 16 high-net-worth individuals. Of its assets, 100.0% ($115M across 386 accounts) are managed with discretion. It advised 45 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 46% |
| High-net-worth individuals | 12% | 54% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 120 | $53.3M | 46.2% | $444K |
| High-net-worth individuals | 16 | $62.2M | 53.8% | $3.89M |
| Total | 136 | $115M | 100% | $849K |
- Clients
- 120
- Regulatory AUM
- $53.3M
- AUM share
- 46.2%
- Avg. per client
- $444K
- Clients
- 16
- Regulatory AUM
- $62.2M
- AUM share
- 53.8%
- Avg. per client
- $3.89M
Total
- Clients
- 136
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- $849K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 45
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
KB Financial Advisors charges 0.65%–1.00% for its AUM Based Fee Schedule. The brochure does not state whether the rate is annual. The fee is negotiable.
Fee details and sources
Jackie Kleinman owns 75% or more of KB Financial Advisors. The leadership team of KB Financial Advisors includes Chief Compliance Officer Joshua Loveall. It has 4 employees, 3 of them in advisory roles.
Leadership
Joshua LoveallMember and Chief Compliance Officer
Jackie KleinmanMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of KB Financial Advisors LLC
Jackie Kleinman
Control person · since February 2002
- Owns 10% to 25% of KB Financial Advisors LLC
Joshua Loveall
Control person · since January 2015
Besides its headquarters, KB Financial Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 595 Market Street, Suite 1023, San FranciscoHQ
Contact and registration details
- Legal name
- KB Financial Advisors LLC
- Headquarters
- 595 Market Street, Suite 1023, San Francisco, CA 94105
- Website
- kbfinancialadvisors.com
- Phone
- 415-295-2487
- @kb-financial-advisors
- SEC file
- 801-135226
- Structure
- California LLC
- Fiscal year end
- December
KB Financial Advisors uses Charles Schwab ($96M) as custodian for its separately managed accounts. KB Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $96M100%
At year end, KB Financial Advisors’ separately managed accounts were mostly in funds (80%) and stocks (14%).
What the accounts hold
- Stocks14%
- Funds80%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash3%
How many clients does KB Financial Advisors have?
KB Financial Advisors has 136 clients and manages $115 million for them, as of February 2026. They include 120 individual clients and 16 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does KB Financial Advisors offer?
KB Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does KB Financial Advisors charge?
KB Financial Advisors charges 0.65%–1.00% for its AUM Based Fee Schedule. The brochure does not state whether the rate is annual. The fee is negotiable.
Which custodians does KB Financial Advisors use?
KB Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $96M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does KB Financial Advisors have?
KB Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KB Financial Advisors invest in?
At the end of its last fiscal year, KB Financial Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 3% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KB Financial Advisors?
KB Financial Advisors’ direct owners are Jackie Kleinman (75% or more) and Joshua Loveall (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does KB Financial Advisors get paid?
KB Financial Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact KB Financial Advisors?
KB Financial Advisors’ main office is at 595 Market Street, Suite 1023, San Francisco, CA 94105. Its phone number is 415-295-2487. Its website is kbfinancialadvisors.com.