The Kahl Group

What The Kahl Group does

The Kahl Group, LLC is a privately held, founder-owned investment advisory firm headquartered in Westlake, Ohio, established in 1999 by Brian Kahl. The firm delivers private wealth management, retirement planning, and investment advisory services to individual high-net-worth clients and corporate retirement plan sponsors located in Ohio. Operations are conducted through an affiliation with NewEdge Securities LLC (broker-dealer) and NewEdge Advisors LLC (registered investment adviser), both subsidiaries of NewEdge Capital Group, which supply the firm with FINRA registration, SIPC coverage, clearing, and custody infrastructure that the firm does not maintain in-house.

The firm operates with a disclosed headcount of 1-10 employees under a leadership team consisting of founder Brian Kahl and Vice President Jennifer Kahl, who joined the practice in 2012 to head private wealth management. Brian Kahl holds FINRA Series 7 and Series 66 registrations along with the Accredited Investment Fiduciary (AIF) designation, supporting fiduciary service delivery to retirement plan clients. The business model follows the standard small-RIA construct: asset-based fees on assets under management as an RIA, supplemented by commissions on brokerage transactions routed through the affiliated broker-dealer. No AUM, client count, revenue, or fee schedule is publicly disclosed.

The firm's technology footprint is minimal and consumer-grade, comprising a Wix-hosted public website, the Riskalyze risk-tolerance profiling platform integrated into onboarding and portfolio construction, the My Streetscape back-office tool, and a CNBC market data feed for market commentary. There is no proprietary technology platform, no proprietary model portfolios, and no AI or machine-learning capability referenced. Client acquisition and distribution appear to rely on the founder's local reputation, referral networks, and 25+ years of continuous presence in the Ohio market rather than on paid marketing or external distribution channels.

Name

The Kahl Group

Legal name

The Kahl Group, LLC

Website

https://thekahlgroup.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

The Kahl Group, LLC is a privately held, founder-owned investment advisory firm in Westlake, Ohio, providing private wealth management, retirement planning, and investment advisory services to individual high-net-worth clients and corporate retirement plan sponsors in Ohio, operating through an affiliation with NewEdge Capital Group.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Investment advisory services
• Private wealth management
• Retirement planning services
• Corporate retirement plans
• Financial planning advisory

Headquarters

HQ city

Westlake

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Investment advisory services provided through NewEdge Advisors, LLC doing business as The Kahl Group as a registered investment adviser. The firm charges fees for financial planning, portfolio management, and investment advisory services.
2. Securities Transactions: Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. Revenue generated from securities transactions and brokerage commissions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The Kahl Group provides customized financial planning, investment advisory, private wealth management, and corporate retirement plan services through its affiliation with NewEdge Advisors, LLC and NewEdge Securities, LLC. The firm serves both individuals (with emphasis on public-sector retirement planning and private wealth) and closely-held businesses (design, implementation, and monitoring of corporate retirement plans). Services are delivered via a consultative, step-by-step process that establishes client goals and implements tailored investment strategies using sound investment management programs.

Product overview

The Kahl Group is an investment services firm that operates as a unified financial services offering through its affiliation with NewEdge Securities LLC and NewEdge Advisors LLC (wholly owned subsidiaries of NewEdge Capital Group, LLC). The firm provides a coordinated suite of financial services including Financial Planning Services, Investment Advisory Services, Corporate Retirement Plan Services, Private Wealth Management, Securities Services, and Risk Assessment. The core offering centers on comprehensive wealth management combining customized financial portfolio design with ongoing monitoring and strategy adjustments. The firm specializes in serving both individual clients (including public sector retirement planning) and corporate retirement plan clients, with a focus on education-empowered decision making and performance-driven investment management programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Customized financial planning services including goal establishment, portfolio design, and ongoing strategy implementation to help individual and business clients achieve short and long-term financial objectives.
• Investment Advisory Services Investment advisory services provided through affiliation with NewEdge Advisors, LLC, offering sound investment management to individuals and businesses through performance-driven investment management programs.
• Corporate Retirement Plan Services Specialized services focused on the corporate retirement plan marketplace, serving closely-held businesses and corporations with design, implementation, and ongoing monitoring of retirement programs and employee benefit strategies.
• Private Wealth Management Wealth management services for individual clients with substantial assets, including retirement planning with emphasis on the public sector, and comprehensive private wealth management strategies overseen by Jennifer Kahl.
• Securities Services Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC, providing a full range of investment products and enabling brokerage services alongside advisory services for The Kahl Group clients.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core.

• NewEdge Securities, LLCcoreChannel Partner/ Reseller/ DistributorNewEdge Securities, LLC is a wholly owned subsidiary of NewEdge Capital Group, LLC. The Kahl Group offers securities through this FINRA Member/SIPC member firm. This partnership enables the firm to provide brokerage services alongside advisory services.
• NewEdge Advisors, LLCcoreChannel Partner/ Reseller/ DistributorNewEdge Advisors, LLC is a wholly owned subsidiary of NewEdge Capital Group, LLC and is the registered investment adviser through which The Kahl Group provides investment advisory services. The firm operates under the brand 'The Kahl Group' as a registered investment adviser.
• NewEdge Capital Group, LLCcoreStrategic or Co-development PartnerNewEdge Capital Group, LLC is the parent company of NewEdge Advisors, LLC and NewEdge Securities, LLC. The Kahl Group operates through affiliation with NewEdge and its subsidiaries, enabling comprehensive financial services delivery with regulatory infrastructure.
• NewEdge Inc.coreStrategic or Co-development PartnerThe Kahl Group operates through affiliation with NewEdge Inc. and NewEdge Advisors to offer a full range of financial services to individuals and businesses.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Others

• Cambridge Investment Research: Independent broker-dealer supporting RIAs and financial advisors; comparable to NewEdge as a platform alternative for an independent advisory practice like The Kahl Group.
• NewEdge Capital Group: Parent company of NewEdge Securities and NewEdge Advisors; the platform through which The Kahl Group delivers its advisory and brokerage services, making it the most directly connected ecosystem participant.
• Cetera Financial Group: Broker-dealer and RIA platform supporting independent financial advisors; functionally analogous to NewEdge as the host platform on which The Kahl Group's services are delivered.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors; provides an analogous affiliation infrastructure to NewEdge Securities/Advisors.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform serving independent financial advisors; comparable as an alternative affiliation platform to NewEdge for firms like The Kahl Group.

Direct peers

• Buckingham Strategic Wealth: Financial-planning-led RIA of comparable scale serving individuals and corporate retirement plans; directly comparable in service model and target client base to The Kahl Group.

Broad incumbents

• Carson Group: RIA platform and wealth management firm that partners with independent advisors, directly comparable to the NewEdge affiliation model The Kahl Group uses for advisory and brokerage delivery.
• Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, and retirement plan services to individuals and corporations; comparable offering at greater scale.
• Edelman Financial Engines: Large RIA combining human advisors with digital tools to serve individuals and employer-sponsored retirement plan participants; directly overlaps The Kahl Group's two primary service lines at national scale.
• Creative Planning: Large, national RIA offering comprehensive wealth management and retirement plan services to individuals and businesses; serves as a scaled-up analog of The Kahl Group's model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/wix
• Facebookfacebook.com/wix

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 The Kahl Group