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- Custodian
- Altruist · Gemini Trust · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-2025
- Office Locations
- 1
Office Locations
About LKL Advisors
LKL Advisors is a fee-only, Georgia-registered RIA providing comprehensive financial planning (including tax and estate planning), active investment management across equities and alternatives, and career services such as equity-comp planning and offer review. The firm focuses on individuals and families, especially early- to mid-career corporate professionals, serving clients nationwide. Clients work directly with a fiduciary advisor and there is no minimum asset requirement. Custody includes Altruist.
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Accredited Investors
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Client Personas
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Investment Themes
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Owner & Executives
John William Cole
Chief Compliance Officer, FOUNDER, LEAD ADVISOR
- CRD
- #7004357
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,630,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,630,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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