Kingsmark Private Financial Advisors, LLC
● SEC registered since 2008CRD 146655SEC# 801-68950Albany, GA
Reg. AUM
$406.5M
Employees
9
Accounts
890
Location
Albany, GA
Kingsmark Private Financial Advisors, LLC assets under management
Kingsmark Private Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Albany, GA. The firm has been registered since 2008. It reports $406.5 million in regulatory assets under management and employs 9 people.
Kingsmark Private Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rebecca Ann Toole Anderson Control | Chief Compliance Officer & Member | 25-50% | 2008 |
| Thomas Edward Sanders Control | Member | 50-75% | 2008 |
Frequently asked questions
How much does Kingsmark Private Financial Advisors, LLC manage?
Kingsmark Private Financial Advisors, LLC reports $406.5 million in regulatory assets under management on its Form ADV.
How many employees does Kingsmark Private Financial Advisors, LLC have?
Kingsmark Private Financial Advisors, LLC reports 9 employees.
Where is Kingsmark Private Financial Advisors, LLC located?
Kingsmark Private Financial Advisors, LLC is based in Albany, GA and has been SEC-registered since 2008.
Does Kingsmark Private Financial Advisors, LLC disclose fund performance?
Kingsmark Private Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Pointe North Boulevard, Albany, GA 31721 |
| Phone | 229-439-2348 |
| Fax | 229-434-1979 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$406.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$406.5Mregulatory AUM
Discretionary $392.3MNon-discretionary $14.2M