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Kingsmark Private Financial Advisors, LLC

Kingsmark Private Financial Advisors, LLC. CRD 146655

Kingsmark Private Financial Advisors, LLC logo

CRD: 146655

Kingsmark Private Financial Advisors, LLC

Albany, GA, 31721
2294392348
kmpfa.com
$406.5M Total AUM
$392.3M Disc. AUM
9.7% 3Y CAGR
9 Employees
444 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
BeaconHorizon +more
Established Date
03-12-2008
Office Locations
1

Office Locations

601 Pointe North Boulevard Albany GA

About Kingsmark Private Financial Advisors, LLC

Kingsmark Private Financial Advisors, LLC is an Albany, GA RIA providing financial planning and discretionary investment management for individuals and business owners/entrepreneurs. The firm emphasizes asset allocation and risk management, using public funds and ETFs and incorporating fixed income and select alternatives (e.g., real estate/private equity) when appropriate. Custody is primarily at Charles Schwab, and the practice uses platforms such as eMoney and Black Diamond.

Team overview

47 AVG AGE
$81.3M AVG AUM / ADVISOR
$915.5K AVG AUM / CLIENT
13.1 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Oak Vector Vertex Zenith momentum Zenith

Client Personas

Pioneer Vertex

Custodian

Delta Focus capital

Investment Themes

Peak Optima unison Pioneer timber

Investment Vehicles

Vertex glacier

Platform

Beacon value Glacier

Services

Pathway Prime crest Radial Bridge fusion Radial quantum Insight Summit Focus catalyst Capital

Technology

Prime element Vital Vertex

Owner & Executives

THOMAS EDWARD SANDERS

THOMAS EDWARD SANDERS

Financial Advisor

CRD
#1517616
Ownership
50% but less than 75%
(603) 522-3127
legacy.wave@bridgecapital.com
in linkedin.com/in/wave-capital
R

REBECCA T. ANDERSON

Chief Compliance Officer, Financial Advisor, Partner

CRD
#3245724
Ownership
25% but less than 50%
(932) 458-4147
glacier.focus@radialcapital.com
in linkedin.com/in/focus-optima

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Contacts

BRITT C BAZEMORE

BRITT C BAZEMORE

Financial Advisor

CRD
#5323752
(215) 611-8012
legacy.radial@vectorcapital.com
in linkedin.com/in/bridge-oak
N

Noah Windsor McCorkle

--

CRD
#7842286
(805) 494-9802
unison.oak@embercapital.com
in linkedin.com/in/focus-meridian
H

Harbor momentum

Capital frontier catalyst

CRD
#46468
(849) 364-1800
frontier.insight@pathwaycapital.com
in linkedin.com/in/value-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-29-2023
03-29-2024
04-21-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $392,284,586 $448,325
Non-Discretionary $14,208,655 $947,244
Total $406,493,241 $456,734

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Separately Managed Accounts

Total SMA Asset: $406,493,241

$406.5M Total SMA
Public Funds:
18.6%
Equity - Exchange:
6.4%
Cash:
29.6%
Municipal Bonds:
25.3%
Other:
20.1%
Asset class Assets Assets %
Public Funds $858,460,354 18.6%
Equity - Exchange $295,384,208 6.4%
Cash $1,366,151,961 29.6%
Municipal Bonds $1,167,690,696 25.3%
Other $927,691,026 20.1%
Total $4,615,378,245 100.0%

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