KCS WEALTH ADVISORY, LLC
Legal name: KCS WEALTH ADVISORY
CRD #169846 SEC #801-80615 LOS ANGELES, CA 310-734-4740
SEC Registered
Total AUM
$349.7M
Discretionary
$349.7M
Employees
8
Clients
251
Accounts
954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $349.7M | $349.7M | $0 | 8 | 6 |
| Mar 2023 | $349.7M | $349.7M | $0 | 8 | 6 |
| Nov 2022 | $386.8M | $386.8M | $0 | 8 | 1 |
| Oct 2022 | $386.8M | $386.8M | $0 | 8 | 1 |
| Feb 2022 | $386.8M | $386.8M | $0 | 8 | 1 |
| Nov 2021 | $272.2M | $272.2M | $0 | 9 | 28 |
| Mar 2021 | $272.2M | $272.2M | $0 | 9 | 28 |
| Jun 2020 | $240.7M | $240.7M | $0 | 9 | 21 |
| Jun 2020 | $240.7M | $240.7M | $0 | 9 | 21 |
| Feb 2020 | $240.7M | $240.7M | $0 | 9 | 21 |
| Jul 2019 | $169.8M | $169.8M | $0 | 7 | 11 |
| May 2019 | $169.8M | $169.8M | $0 | 7 | 11 |
| Apr 2019 | $169.8M | $169.8M | $0 | 7 | 11 |
| Mar 2019 | $169.8M | $169.8M | $0 | 7 | 11 |
| Feb 2018 | $170.4M | $170.4M | $0 | 8 | 11 |
| Sep 2017 | $135M | $127.9M | $7.1M | 7 | 200 |
| Mar 2017 | $135M | $127.9M | $7.1M | 7 | 200 |
| Mar 2016 | $126.4M | $118.1M | $8.3M | 7 | 200 |
| Jan 2016 | $114.2M | $107M | $7.2M | 8 | 100 |
| Dec 2015 | $114.2M | $107M | $7.2M | 8 | 100 |
| Feb 2015 | $114.2M | $107M | $7.2M | 8 | 100 |
| Nov 2014 | $104.7M | $97.5M | $7.2M | 8 | 100 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| May 2014 | $0 | $0 | $0 | 6 | 0 |
| Dec 2013 | $0 | $0 | $0 | 6 | 0 |
DateApr 2023
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees8
Clients6
DateMar 2023
Total AUM$349.7M
Discretionary$349.7M
Non-Disc.$0
Employees8
Clients6
DateNov 2022
Total AUM$386.8M
Discretionary$386.8M
Non-Disc.$0
Employees8
Clients1
DateOct 2022
Total AUM$386.8M
Discretionary$386.8M
Non-Disc.$0
Employees8
Clients1
DateFeb 2022
Total AUM$386.8M
Discretionary$386.8M
Non-Disc.$0
Employees8
Clients1
DateNov 2021
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees9
Clients28
DateMar 2021
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees9
Clients28
DateJun 2020
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees9
Clients21
DateJun 2020
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees9
Clients21
DateFeb 2020
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees9
Clients21
DateJul 2019
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients11
DateMay 2019
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients11
DateApr 2019
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients11
DateMar 2019
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees7
Clients11
DateFeb 2018
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees8
Clients11
DateSep 2017
Total AUM$135M
Discretionary$127.9M
Non-Disc.$7.1M
Employees7
Clients200
DateMar 2017
Total AUM$135M
Discretionary$127.9M
Non-Disc.$7.1M
Employees7
Clients200
DateMar 2016
Total AUM$126.4M
Discretionary$118.1M
Non-Disc.$8.3M
Employees7
Clients200
DateJan 2016
Total AUM$114.2M
Discretionary$107M
Non-Disc.$7.2M
Employees8
Clients100
DateDec 2015
Total AUM$114.2M
Discretionary$107M
Non-Disc.$7.2M
Employees8
Clients100
DateFeb 2015
Total AUM$114.2M
Discretionary$107M
Non-Disc.$7.2M
Employees8
Clients100
DateNov 2014
Total AUM$104.7M
Discretionary$97.5M
Non-Disc.$7.2M
Employees8
Clients100
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0