| Name | Title | Ownership | Since |
|---|---|---|---|
| Jackie Lynn Kleinman Control | Member | Over 75% | 2002 |
| Joshua Landon Loveall Control | Member And Chief Compliance Officer | 10-25% | 2015 |
Kb Financial Advisors LLC reports $111.7 million in regulatory assets under management on its Form ADV.
Kb Financial Advisors LLC reports 3 employees.
Kb Financial Advisors LLC is based in San Francisco, CA and has been SEC-registered since 2026.
Kb Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 595 Market Street, Suite 1023, San Francisco, CA 94105 |
| Phone | (415) 295-2487 |
| Office hours | 9-6 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $111.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $111.7M |