KBS CAPITAL MARKETS GROUP LLC

Broker-DealerFINRA MemberEst. 2004
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 and has been SEC-registered since 2004. The firm is recorded in the dataset as owned by a domestic entity and an individual and is categorized as "Unclassified," which indicates it does not align with the standard adviser typologies captured in the source. The profile contains limited disclosure about its business lines or advisory activities. The dataset marks the firm as not acting as a capital allocator and not identified as an active ESG investor; it is also not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

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

  • Kenny Tam

    Accounting ManagerCRD 7872457

  • MATTHEW CRARY

    Associate Vice PresidentCRD 4181506

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