KBS Capital Markets Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
132299
Registered since
October 22, 2004

Firm profile

FINTRX

Overview

KBS Capital Markets Group LLC is organized as a limited liability company with ownership reported as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the available dataset. The company has not supplied descriptions of its business or advisory activities to the data source, so there is limited public detail about its client focus, fee model, or day-to-day services. Available metadata flags indicate the firm is not a capital allocator, is not identified as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser to another adviser. Those designations suggest the firm does not operate as a fund-of-funds or primary manager allocator and is not positioned as a multi-state registered advisory platform or pension-focused consultant, based on the dataset’s classifications.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Zapata

    Compliance OfficerCRD 2422544

  • Matthew Crary

    Matthew Crary

    Associate Vice PresidentCRD 4181506

  • Kenny Tam

    Kenny Tam

    Accounting ManagerCRD 7872457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
800 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth