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Hugh Ames Uhalt

Kg & l Capital Management, LLC

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About Hugh Ames Uhalt

Hugh Ames Uhalt is an investment advisor representative at Kg&l Capital Management, LLC. Hugh is based in New Orleans, Louisiana. Hugh has been in the industry since 1994. He has a series 63, 65, 7 and SIE licenses. Hugh has worked at several firms including Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Morgan Keegan & Company, Inc. and Kingfish Asset Management. Hugh's firm, Kg&l Capital Management, LLC, provides financial planning services, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily manages assets for individuals, corporations, and charitable organizations.

Firm Information

Hugh Uhalt is currently registered with Kg & l Capital Management, LLC. Kg&l Capital Management, LLC is an investment advisory firm based in SAINT FRANCISVILLE, LA. They provide a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. The firm manages over $349 million in assets for 1175 clients.
Kg & l Capital Management, LLC

4782 PROSPERITY STREET

SAINT FRANCISVILLE, LA 70775

$349.22M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees are negotiable

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Hugh Uhalt’s Registration & Firm History

LA

12/13/2022 - Present

Kg&l Capital Management, LLC (New Orleans LA)

LA

11/09/2001 - 06/24/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ORLEANS LA)

AL

10/08/1998 - 11/14/2001

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

TN

04/11/1994 - 10/26/1998

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 10/17/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Hugh Ames Uhalt. Review regulatory record here.
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