CRD: 328814
KCG Investment Advisory Services LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2024
- Office Locations
- 1
Office Locations
About KCG Investment Advisory Services LLC
KCG Investment Advisory Services is an independent, fee-only RIA in Savannah, GA led by Kimberly C. Good (President & CIO). The firm provides customized wealth management and financial planning for individuals and families, businesses, and select endowments/foundations, with an emphasis on portfolio construction and active, risk-managed investing (including fixed income ladders and equity allocation). Client access includes Schwab custody and an eMoney portal.
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Owner & Executives
KIMBERLY CARIS GOOD
Chief Compliance Officer, Wealth Advisor
- CRD
- #1858207
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,500,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $52,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $458,520,680 | 15.0% |
| Equity - Exchange | $330,134,890 | 10.8% |
| Corporate - Investment Grade | $791,712,374 | 25.9% |
| Cash | $996,518,278 | 32.6% |
| Municipal Bonds | $479,918,311 | 15.7% |
| Total | $3,056,804,533 | 100.0% |