Kropog Financial Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Kropog Financial Group reports 221 clients. They include 170 individual clients and 51 high-net-worth individuals. Of its assets, 95.1% ($153M across 518 accounts) are managed with discretion; $7.94M across 4 accounts are not. A wrap fee program the firm both sponsors and manages holds $838K.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 36% |
| High-net-worth individuals | 23% | 57% |
| Pension and profit-sharing plans | Fewer than 5 | 5% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 170 | $58.5M | 36.5% | $344K |
| High-net-worth individuals | 51 | $91.5M | 57.0% | $1.79M |
| Pension and profit-sharing plans | Fewer than 5 | $7.94M | 4.9% | — |
| Charitable organizations | Fewer than 5 | $2.45M | 1.5% | — |
| Corporations and other businesses | Fewer than 5 | $111K | 0.1% | — |
| Total | 221 | $160M | 100% | — |
- Clients
- 170
- Regulatory AUM
- $58.5M
- AUM share
- 36.5%
- Avg. per client
- $344K
- Clients
- 51
- Regulatory AUM
- $91.5M
- AUM share
- 57.0%
- Avg. per client
- $1.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.94M
- AUM share
- 4.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.45M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $111K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 221
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kropog Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is billed at $300 an hour or as a fixed fee of $300 to $15,000, negotiable, with up to 50% invoiced at signing.
Ryan Kropog owns 75% or more of Kropog Financial Group. Ryan Kropog is CEO; the leadership team includes Chief Operating Officer Calvin Foster-Billiot. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Kropog Financial Group, LLC
Ryan Kropog
Control person · since May 2024
Kropog Financial Group’s regulatory assets grew from $115M (April 2022) to $160M (September 2026); clients rose from 208 to 221 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $160M | 221 | 7 | 2 |
| Feb 2025February 2025 | $142M | 213 | 7 | 2 |
| Jul 2024July 2024 | $117M | 293 | 6 | 2 |
| Feb 2023February 2023 | $94.6M | 203 | 6 | 2 |
| Apr 2022April 2022 | $115M | 208 | 6 | 2 |
Besides its headquarters, Kropog Financial Group has 1 office, with 2 listed addresses in 1 state.
Louisiana · 2 listed addresses
- 2895 Highway 190 Ste 205, MandevilleHQ
- 900 Camp Street, New Orleans
Contact and registration details
- Legal name
- Kropog Financial Group, LLC
- Headquarters
- 2895 Highway 190 Ste 205, Mandeville, LA 70471
- Website
- kropogfinancial.com
- Phone
- 985-727-6724
- @kropog-financial-group-llc
- SEC file
- 801-123679
- Structure
- Louisiana LLC
- Fiscal year end
- December
Kropog Financial Group’s named custodian for separately managed accounts is LPL Financial ($153M). Kropog Financial Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $153M100%
At year end, Kropog Financial Group’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $142M across 39 positions; the largest are Vanguard Admiral Fds Inc. (21.8%), Vanguard BD Index Fds (16.5%) and Invesco Qqq TR (16.3%).
What the accounts hold
- Stocks5%
- Funds93%
- Cash2%
How many clients does Kropog Financial Group have?
Kropog Financial Group has 221 clients and manages $160 million for them, as of September 2026. They include 170 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does Kropog Financial Group offer?
Kropog Financial Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kropog Financial Group use?
Kropog Financial Group’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $153M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026
How many financial advisors does Kropog Financial Group have?
Kropog Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 3 employees are 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 Kropog Financial Group invest in?
At the end of its last fiscal year, Kropog Financial Group’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kropog Financial Group?
Kropog Financial Group’s direct owner is Ryan Kropog (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 September 2026
How does Kropog Financial Group get paid?
Kropog Financial Group is paid through a percentage of assets under management, hourly charges 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 Kropog Financial Group?
Kropog Financial Group’s main office is at 2895 Highway 190 Ste 205, Mandeville, LA 70471. Its phone number is 985-727-6724. Its website is kropogfinancial.com.
