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KB FINANCIAL ADVISORS LLC

SAN FRANCISCO, CA · CRD 134374 · IAPD ↗ · (415) 295-2487

$115.5MRegulatory AUM
3Advisory reps
4Employees
45Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — KB FINANCIAL ADVISORS LLC (SAN FRANCISCO, CA) is newly SEC-registered with $111.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.