|
⚲
|
| Kingsmark Private Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 146655 |
| SEC # | 801-68950 |
| CIK # | |
| AUM | $406.5 M (2026-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 229-439-2348 |
| Address | 601 Pointe North Boulevard Albany, GA 31721 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 102.3 |
| (b) Individuals (high net worth individuals) | 170 | 284.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 13.1 |
| (h) Charitable organizations | 0 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 406.5 |
| By Discretionary | ||
| Discretionary | 875 | 392.3 |
| Non-Discretionary | 15 | 14.2 |
| Total | 890 | 406.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.5 | |
| Total | 890 | 406.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navigoe LLC
✚
|
CA | 0.4 |
|
MAXQ Asset Management LLC
✚
|
CO | 0.4 |
|
Compass Financial Services Inc
✚
|
IA | 0.4 |
|
Wealthcare Capital Partners LLC
✚
|
PA | 0.4 |
|
Jr Prunier Capital Management LLC
✚
|
MA | 0.4 |
|
Womack Wealth Management Inc
✚
|
CA | 0.4 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.4 |
|
Clarity Capital Advisors LLC
✚
|
FL | 0.4 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.4 |
|
Northland Securities Inc
✚
|
MN | 0.4 |