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KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD 146655 · SEC 801-68950
601 POINTE NORTH BOULEVARD, ALBANY, GA, 31721, United States
Phone
229-439-2348
Fax
229-434-1979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.5M
Discretionary AUM
$392.3M
Team
9 total employees; 5 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $102.3M |
| High net worth individuals | 170 | $284.8M |
| Pension/profit sharing plans | 14 | $13.1M |
States served
AL, GA, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD