Kingsmark Private Financial Advisors, LLC
Kingsmark Private Financial Advisors, LLC is an SEC-registered mass-market adviser in Albany, GA with $406.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Kingsmark Private Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146655, SEC 801-68950, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $406.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Albany, GA
- Employees
- 9
- Clients
- 430
- CRD
- 146655
- Ownership
- TOOLE ANDERSON, REBECCA, ANN; SANDERS, THOMAS, EDWARD; MATHIS, DANETTE, DANIELLE
How much AUM does Kingsmark Private Financial Advisors, LLC have?
Kingsmark Private Financial Advisors, LLC reported $406.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kingsmark Private Financial Advisors, LLC?
Disclosed owners and executives of Kingsmark Private Financial Advisors, LLC include TOOLE ANDERSON, REBECCA, ANN, SANDERS, THOMAS, EDWARD, MATHIS, DANETTE, DANIELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.