Kbs Capital Advisors, LLC
● SEC registered since 2013CRD 166213SEC# 801-77576Newport Beach, CA
Reg. AUM
$1.7B
Employees
75
Accounts
1
Location
Newport Beach, CA
Kbs Capital Advisors, LLC assets under management
Kbs Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2013. It reports $1.7 billion in regulatory assets under management and employs 75 people.
Kbs Capital Advisors, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Zamudio | Executive Vice President, Human Resources | Under 5% | 2023 |
| Giovanni Cordoves | Regional President, Western U.s. Portfolio Operations | Under 5% | 2023 |
| Jeffrey Keith Waldvogel | Chief Financial Officer, Secretary & Treasurer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Kbs Capital Advisors, LLC manage?
Kbs Capital Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Kbs Capital Advisors, LLC have?
Kbs Capital Advisors, LLC reports 75 employees.
Where is Kbs Capital Advisors, LLC located?
Kbs Capital Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2013.
Does Kbs Capital Advisors, LLC disclose fund performance?
Kbs Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Newport Center Drive, Suite 700, Newport Beach, CA 92660 |
| Phone | 949-417-6500 |
| Fax | 949-417-6501 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.7B▼ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.7Bregulatory AUM
Discretionary $0Non-discretionary $1.7B