KB FINANCIAL ADVISORS LLC
CRD #134374 SEC #801-135226 SAN FRANCISCO, CA 415-905-5449
SEC Registered
Total AUM
$111.7M
Discretionary
$111.7M
Employees
3
Clients
101
Accounts
367
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLEINMAN, JACKIE, LYNN | I | MEMBER | E | Control |
| LOVEALL, JOSHUA, LANDON | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (5)
CA CO NY TN TX
Address
595 MARKET STREETSUITE 1023
SAN FRANCISCO, CA 94105
United States
Phone: 415-905-5449