RIA Intel›Advisers›Georgia›KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Advisory

N·ALBANY, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$406M
1-Year AUM Growth
+14.6%
3-Year CAGR
+10.7%
Employees
5
Assets Under Management
Total AUM$406M
Discretionary AUM$392M
Non-Discretionary AUM$14M
Discretionary %96.5%
Total Clients424
Team
Total Employees5
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record30
First FilingMar 4, 2008
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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