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| Happy Holidays!! thanks for using AUM13F!! |
| Kingsmark Private Financial Advisors LLC
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| CRD # | 146655 |
| SEC # | 801-68950 |
| CIK # | |
| AUM | $373.6 M (2025-04-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 229-439-2348 |
| Address | 601 Pointe North Boulevard Albany, GA 31721 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 99.5 |
| (b) Individuals (high net worth individuals) | 105 | 251.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 19.8 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.9 |
| Total | 847 | 373.6 |
| By Discretionary | ||
| Discretionary | 834 | 353.0 |
| Non-Discretionary | 13 | 20.7 |
| Total | 847 | 373.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 373.6 | |
| Total | 847 | 373.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Genesee Capital Advisors LLC
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|
NY | 0.4 |
|
Flagstone Financial Management LLC
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|
NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.4 |
|
Lifesteps Financial Inc
✚
|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
✚
|
NJ | 0.4 |
|
Alpha Leonis Partners LLC
✚
|
NY | 0.4 |
|
Capital Innovations LLC
✚
|
WI | 0.4 |
|
1776 Wealth LLC
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|
GA | 0.4 |