Kabler/Thomas Financial Group

What Kabler/Thomas Financial Group does

Kabler/Thomas Financial Group is a privately held financial services firm headquartered in Johnstown, Pennsylvania, founded in 2001. According to available firmographic data, the firm specializes in four interrelated lines of business: wealth management, tax, insurance, and financial planning services. Its headcount is reported in the 11-50 employee range, consistent with a small independent advisory practice rather than a national broker-dealer or registered investment advisor (RIA) platform. The firm's website (kablerthomas.com) is the primary digital channel listed in the data set, although at the time of source capture the site rendered only a loading/verification placeholder and did not return substantive product, team, pricing, or service-detail content.

The functional offering implies an integrated advisory model in which clients can receive investment advisory, tax preparation or planning, insurance product placement, and broader financial planning under one roof — a structure common to multi-discipline independent practices that compete on relationship continuity rather than scale or product breadth. The firm is for-profit and privately held with no disclosed parent company, subsidiaries, public ticker, or funding history; no ownership, management team, or board details are present in the source data. No disclosed pricing models, contract terms, customer segments, named clients, certifications, partnerships, or geographic footprint beyond Johnstown are available.

Business model mechanics cannot be triangulated from the source: revenue is not disclosed, pricing is not published, no customer logos or segment mix are available, and there are no recorded product launches, M&A events, regulatory actions, or strategic announcements. The input reflects a significant information gap — most observable surface area (website, product detail, team, financial performance) is either absent or non-functional in the captured data, which materially limits investment-grade visibility into the firm's operating model, unit economics, and strategic direction.

Name

Kabler/Thomas Financial Group

Website

https://kablerthomas.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Kabler/Thomas Financial Group is a privately held, Johnstown, Pennsylvania-based advisory firm founded in 2001 that provides integrated wealth management, tax, insurance, and financial planning services to individuals and small businesses through an 11-50 employee practice.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management
• Financial planning
• Tax services
• Insurance advisory
• Retirement planning

Headquarters

HQ city

Johnstown

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Provides wealth management, tax, insurance, and financial planning services to individual clients. The firm operates as a private financial advisory practice based in Johnstown, United States, focused on personal financial planning, asset accumulation, tax preparation support, insurance solutions, and retirement readiness for households and individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Personalized wealth management services for individuals and households, covering investment planning, asset allocation, and ongoing portfolio oversight.
• Tax Services Tax preparation and planning services for individual clients, integrated with broader financial planning to coordinate tax efficiency across investments and income.
• Insurance Services Insurance advisory and product placement services for individuals, addressing life, disability, and protection coverage needs as part of an overall financial plan.
• Financial Planning Holistic financial planning services for individuals, covering retirement, education funding, estate considerations, and goal-based planning.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• LPL Financial: The largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors offering wealth, retirement, and insurance services — a key comparable in distribution model and target client.
• Ameriprise Financial: An advice-led wealth manager with a large captive and independent advisor channel delivering financial planning, investments, and insurance — a comparable planning-led RIA/brokerage hybrid model serving affluent households.
• Northwestern Mutual: A mutual insurer and wealth management firm combining financial planning, investment advisory, and insurance products through a network of local representatives — closely parallels Kabler/Thomas's planning-plus-insurance service bundle.
• Raymond James: A diversified financial services firm with a strong independent advisor channel offering wealth management, financial planning, and insurance — directly comparable service mix and advisor-led model.
• Cetera Financial Group: An independent advisor network supporting hundreds of small/mid-sized wealth management practices with wealth, tax, and insurance offerings — a direct peer as an infrastructure provider for firms like Kabler/Thomas.
• Cambridge Investment Research: An independent broker-dealer supporting mid-sized advisor practices with planning, wealth, and insurance capabilities — a structural peer for a small/mid-sized independent advisory firm.
• Edward Jones: A large national financial-services firm built on a local-branch advisor model delivering wealth management, retirement, and insurance planning to mass-affluent and affluent households — directly comparable to Kabler/Thomas's local, full-service advisory model.

Broad incumbents

• Wells Fargo Advisors: A large wirehouse broker-dealer offering wealth planning, investments, and insurance to affluent and mass-affluent clients through a national advisor network — comparable customer base and service scope at much greater scale.
• Charles Schwab: A mass-affluent and retail wealth incumbent with Schwab Wealth Advisory, branch-based planning, and brokerage services — broader scale but overlapping customer segment and wealth offering.
• Fidelity Investments: A major incumbent offering retail brokerage, wealth management, and workplace planning — competes for the same affluent and mass-affluent households Kabler/Thomas serves, but at vastly larger scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/kablerthomas
• Facebookfacebook.com/kablerthomas

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kabler/Thomas Financial Group