KROEGER FINANCIAL PARTNERS

CRD 175113File 801-137202

APPROVED

Retail clients

Custody

Filing as of Sep 3, 2026

Feed vintage Sep 8, 2026

Regulatory AUM

$111.1M

Bottom 25% of cohort (national)

Discretionary AUM

$111.1M

Clients

101

344 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Sep 1, 2026
Principal office: 12430 NEVADA CITY HIGHWAY, GRASS VALLEY, CA, 95945
Phone: 530-478-9734
Website: http://KROEGERFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $111.1M
Discretionary AUM: $111.1M
Non-discretionary AUM: $0
Discretionary accounts: 344
Non-discretionary accounts: 0
Total accounts: 344
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$232
High net worth individuals	37	$81.3M
Individuals (other than high net worth individuals)	63	$29.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Sep 2, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KROEGER FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KROEGER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.