RIA Intel›Advisers›South Dakota›KAHLER FINANCIAL GROUP, INC.

KAHLER FINANCIAL GROUP, INC.

Advisory

N·RAPID CITY, SD

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$174M

1-Year AUM Growth

+9.8%

3-Year CAGR

-0.9%

Employees

7

Assets Under Management

Total AUM$174M

Discretionary AUM$165M

Non-Discretionary AUM$9M

Discretionary %94.8%

Total Clients97

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)+133.3%

Filing History

Total Filings on Record63

First FilingMay 23, 2003

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 63 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KAHLER FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.