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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- FoundationZenith vertex +more
- Established Date
- 07-17-2014
- Office Locations
- 3
Office Locations
About KB Financial Advisors LLC
KB Financial Advisors works with tech professionals and founders—often navigating RSUs and stock options—to build clear financial roadmaps, tax-aware equity-comp strategies, and tailored investment plans focused on long-term growth and risk management. The firm starts each engagement with a collaborative whiteboard session and supports goals like home purchases, real estate, and retirement planning. Custody includes Schwab and Altruist.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACKIE LYNN KLEINMAN
Financial Advisor, General Partner
- CRD
- #2825879
- Ownership
- 75% or more
JOSHUA LANDON LOVEALL
Chief Compliance Officer, Partner
- CRD
- #5758713
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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KAYLA MARIE BENJAMIN
--
- CRD
- #6322301
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,482,021 | $299,176 |
| Non-Discretionary | $0 | -- |
| Total | $115,482,021 | $299,176 |
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Separately Managed Accounts
Total SMA Asset: $115,482,021
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,877,105,639 | 22.3% |
| Equity - Exchange | $1,868,688,125 | 22.2% |
| Cash | $1,877,105,639 | 22.3% |
| U.S. Government/Agency | $1,153,199,429 | 13.7% |
| Municipal Bonds | $1,641,415,245 | 19.5% |
| Total | $8,417,514,077 | 100.0% |