$76.6M Total AUM
$76.6M Disc. AUM
-- 3Y CAGR
4 Employees
71 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2018
- Office Locations
- 1
Office Locations
8009 Genoa Avenue Lubbock TX
About K&s Wealth Advisors, LLC
K&s Wealth Advisors, LLC is a Lubbock-based RIA. The firm has been operating for 8 years. Managing $76.6M in total assets under management, with 4 advisory representatives. They custody assets with American Funds and Capital Group.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MILES MATTHEW HORNAK
Chief Compliance Officer, President
- CRD
- #1613320
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BARBARA LYNN BAIE
--
- CRD
- #3187547
Available
Available
Available
B
Brendan Robert King
Accountant
- CRD
- #6710829
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,585,446 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,585,446 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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