RIA Intel›Advisers›Texas›KPC FINANCIAL SOLUTIONS, LLC

KPC FINANCIAL SOLUTIONS, LLC

Advisory

SOUTHLAKE, TX

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in TX

#1,555

of 2,813 advisers by AUM

Average account

$97K

across 777 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$76M

Discretionary AUM$75M

Non-Discretionary AUM$538K

Discretionary %99.3%

Total Clients775

Team

Total Employees8

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

775 clients

The full client-type breakdown and the share of AUM each category represents.

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