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| Kingsmark Private Financial Advisors LLC
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|---|---|
| CRD # | 146655 |
| SEC # | 801-68950 |
| CIK # | |
| AUM | 406.5 M (2026-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 229-439-2348 |
| Address | 601 Pointe North Boulevard Albany, GA 31721 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 – Types of Clients
KingsMark generally provides investment advice to the following types of clients.
• Individuals and high net worth individuals
• Trusts, estates, or charitable organizations
• Corporations or business entities other than those listed above
• Retirement Plans and Individual Retirement Accounts.
Minimum Investment Amounts Required
There are no formal minimum investment amount requirements for opening or maintaining an account.
However, We may decline to manage an account at our discretion for many reasons, including that the
value of the account may be too small to make our management efficient or effective for the potential client.
KingsMark Private Financial Advisors, LLC 14 Form ADV Part 2A: Firm Brochure |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 102.3 |
| (b) Individuals (high net worth individuals) | 170 | 284.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 13.1 |
| (h) Charitable organizations | 0 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 406.5 |
| By Discretionary | ||
| Discretionary | 875 | 392.3 |
| Non-Discretionary | 15 | 14.2 |
| Total | 890 | 406.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.5 | |
| Total | 890 | 406.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 14 |
| Serves | Institutional, Retail |
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