Steven Otto Medo

Employer firm

Kg Capital Management, LLC CRD 164500

$200M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 10/2017
  Kg&L Capital Management, Llc
  New Orleans, LA
• 07/2015 → Present
  Kingfish Asset Management
  New Orleans, LA
• 07/2018 → Present
  Kg Capital Management, Llc
  New Orleans, LA

Previous Registrations

• 2017-05-05 → 2017-10-30
  Kg Capital Management, Llc
  New Orleans, LA
• 2002-07-25 → 2015-07-10
  Stifel, Nicolaus & Company, Incorporated
  New Orleans, LA

Other Businesses

SSM Capital Management, LLC; investment-related; 2400 Veterans Memorial Blvd., Kenner, LA 70062; Consultant and CFO to James P. Raymond Foundation; start date 10/01/2016; 8 hours per month during trading hours; duties include advising and monitoring asset allocation and risk profile and serving on the Foundation’s board.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1996-04-19