Kingsmark Private Financial Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 146655
- SEC number
- 801-68950
- Firm type
- RIA
- Assets under management
- $406.5M as of Mar 31, 2026
- Website
- www.linkedin.com/COMPANY/3730554 ↗
- Phone
- 229-439-2348
- Address
- 601 Pointe North Boulevard, Albany, GA, 31721
Advisors at this firm
5 in our index · page 1 of 1
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Rebecca T. AndersonCRD 3245724 · Albany, GAIA Registered
-
Britt C BazemoreCRD 5323752 · Albany, GAIA Registered
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Noah Windsor MccorkleCRD 7842286 · Albany, GAIA Registered
-
Jason Mccain PotterCRD 4930225 · Albany, GAIA RegisteredRegistration inactive
-
Thomas Edward SandersCRD 1517616 · Albany, GAIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 146655 ↗
FINRA BrokerCheck record for firm CRD 146655 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.