$66.0M Total AUM
$66.0M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Peak atlasRidge unison
- Established Date
- 06-09-2011
- Office Locations
- 1
Office Locations
-- Atlanta GA
About KAM-South, LLC
KAM-SOUTH, LLC is an Atlanta-based RIA providing private wealth advice and financial planning for retail clients, including tax, estate, insurance, and business-succession planning. Portfolios are implemented primarily with ETFs (plus cash) in managed accounts, reflecting an active asset-allocation and risk-management approach. The firm cites media mentions including CNN and CNBC.
Team overview
-- AVG AGE
$66.0M AVG AUM / ADVISOR
$758.5K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Open the full profile to inspect shifts in frontier foundation.
Unlock to see real insight on matrix signal.
Full visibility includes strategy notes for peak north.
Unlock to see real insight on meridian optima.
Open the full profile to inspect shifts in focus zenith.
Unlock to see real insight on pioneer delta bridge.
Request access to benchmark trends tied to value.
See the complete signal summary connected to pathway value.
Accredited Investors
Vertex
Asset Classes
Prime alpha Insight legacy Vital prime
Client Personas
North
Investment Themes
North harbor Focus harbor Unison alpha Optima bridge
Investment Vehicles
Zenith
Services
Glacier frontier Foundation timber Momentum optima Focus Vital Atlas pathway Horizon Delta fusion Glacier bridge
Technology
Value Focus summit
Owner & Executives
C
CHRISTIAN GAD KOCH
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #2485534
- Ownership
- 75% or more
(954) 210-1535
legacy.catalyst@optimacapital.com
in linkedin.com/in/prime-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,989,208 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,989,208 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $65,989,208
Equity - Exchange:
52.7% Cash:
47.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $816,744,891 | 52.7% |
| Cash | $733,055,661 | 47.3% |
| Total | $1,549,800,552 | 100.0% |