KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD #146655 SEC #801-68950 ALBANY, GA 229-439-2348
SEC Registered
Total AUM
$373.6M
Discretionary
$353M
Employees
7
Clients
10
Accounts
847
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $373.6M | $353M | $20.7M | 7 | 0 |
| Mar 2025 | $373.6M | $353M | $20.7M | 7 | 0 |
| Mar 2024 | $353M | $329.1M | $24M | 7 | 0 |
| Mar 2023 | $308M | $290.1M | $17.9M | 6 | 0 |
| Mar 2022 | $318.6M | $295.6M | $23M | 7 | 1 |
| Apr 2021 | $260.3M | $240.2M | $20.1M | 7 | 4 |
| Mar 2021 | $260.3M | $240.2M | $20.1M | 7 | 4 |
| Jun 2020 | $207.5M | $207.5M | $0 | 7 | 11 |
| Mar 2020 | $207.5M | $207.5M | $0 | 7 | 11 |
| Mar 2019 | $163.1M | $163.1M | $0 | 7 | 11 |
| Mar 2018 | $158.6M | $157M | $1.6M | 6 | 0 |
| Nov 2017 | $152M | $128.1M | $23.9M | 5 | 0 |
| Jun 2017 | $152M | $128.1M | $23.9M | 5 | 300 |
| Mar 2017 | $152M | $128.1M | $23.9M | 5 | 300 |
| Mar 2016 | $141.3M | $116.9M | $24.5M | 5 | 300 |
| Dec 2015 | $133.1M | $118.2M | $14.9M | 4 | 300 |
| Jul 2015 | $133.1M | $118.2M | $14.9M | 4 | 300 |
| Mar 2015 | $133.1M | $118.2M | $14.9M | 4 | 300 |
| Oct 2014 | $121.6M | $99M | $22.6M | 4 | 270 |
| Mar 2014 | $121.6M | $99M | $22.6M | 4 | 270 |
| Nov 2013 | $114.7M | $92.9M | $21.8M | 6 | 291 |
| Mar 2013 | $114.7M | $92.9M | $21.8M | 6 | 291 |
| Jun 2012 | $97.2M | $82.1M | $15.2M | 1 | 283 |
| Mar 2012 | $97.2M | $82.1M | $15.2M | 1 | 283 |
| Aug 2011 | $90.2M | $76M | $14.1M | 5 | -- |
| Mar 2011 | $90.2M | $76M | $14.1M | 5 | -- |
| Mar 2009 | $56.3M | $50.7M | $5.6M | 10 | -- |
DateApr 2025
Total AUM$373.6M
Discretionary$353M
Non-Disc.$20.7M
Employees7
Clients0
DateMar 2025
Total AUM$373.6M
Discretionary$353M
Non-Disc.$20.7M
Employees7
Clients0
DateMar 2024
Total AUM$353M
Discretionary$329.1M
Non-Disc.$24M
Employees7
Clients0
DateMar 2023
Total AUM$308M
Discretionary$290.1M
Non-Disc.$17.9M
Employees6
Clients0
DateMar 2022
Total AUM$318.6M
Discretionary$295.6M
Non-Disc.$23M
Employees7
Clients1
DateApr 2021
Total AUM$260.3M
Discretionary$240.2M
Non-Disc.$20.1M
Employees7
Clients4
DateMar 2021
Total AUM$260.3M
Discretionary$240.2M
Non-Disc.$20.1M
Employees7
Clients4
DateJun 2020
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients11
DateMar 2020
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients11
DateMar 2019
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees7
Clients11
DateMar 2018
Total AUM$158.6M
Discretionary$157M
Non-Disc.$1.6M
Employees6
Clients0
DateNov 2017
Total AUM$152M
Discretionary$128.1M
Non-Disc.$23.9M
Employees5
Clients0
DateJun 2017
Total AUM$152M
Discretionary$128.1M
Non-Disc.$23.9M
Employees5
Clients300
DateMar 2017
Total AUM$152M
Discretionary$128.1M
Non-Disc.$23.9M
Employees5
Clients300
DateMar 2016
Total AUM$141.3M
Discretionary$116.9M
Non-Disc.$24.5M
Employees5
Clients300
DateDec 2015
Total AUM$133.1M
Discretionary$118.2M
Non-Disc.$14.9M
Employees4
Clients300
DateJul 2015
Total AUM$133.1M
Discretionary$118.2M
Non-Disc.$14.9M
Employees4
Clients300
DateMar 2015
Total AUM$133.1M
Discretionary$118.2M
Non-Disc.$14.9M
Employees4
Clients300
DateOct 2014
Total AUM$121.6M
Discretionary$99M
Non-Disc.$22.6M
Employees4
Clients270
DateMar 2014
Total AUM$121.6M
Discretionary$99M
Non-Disc.$22.6M
Employees4
Clients270
DateNov 2013
Total AUM$114.7M
Discretionary$92.9M
Non-Disc.$21.8M
Employees6
Clients291
DateMar 2013
Total AUM$114.7M
Discretionary$92.9M
Non-Disc.$21.8M
Employees6
Clients291
DateJun 2012
Total AUM$97.2M
Discretionary$82.1M
Non-Disc.$15.2M
Employees1
Clients283
DateMar 2012
Total AUM$97.2M
Discretionary$82.1M
Non-Disc.$15.2M
Employees1
Clients283
DateAug 2011
Total AUM$90.2M
Discretionary$76M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2011
Total AUM$90.2M
Discretionary$76M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2009
Total AUM$56.3M
Discretionary$50.7M
Non-Disc.$5.6M
Employees10
Clients--