Kingsmark Private Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, GA. Its latest Form ADV filing, dated March 31, 2026, reports $406M in regulatory assets under management, 9 employees, and 890 accounts.
Assets Under Management
$406M
Employees
9
Offices
--
Total Clients
430
Primary office
ALBANY, GA
601 POINTE NORTH BOULEVARD, ALBANY, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.2% of total clients.
Top client categories% of clientsClients
1
Individuals
57.2%
246
2
HNWI
39.5%
170
3
Pension Plans
3.3%
14
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$406Mas of March 31, 2026
Discretionary96.5%
$392M
97% of total RAUM96.5%
Non-discretionary3.5%
$14M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$406M
Total Accounts890
10Y AUM Change+$255M (+167.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee48:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.