KINGSBARN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2021
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$2.8M
Accounts
2
Employees
2
Advisory reps
3

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
316562
Registered since
October 19, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Kingsbarn Capital Management is a small, institutionally focused advisory firm registered with the SEC in 2021 and organized as a limited liability company. Its stated advisory activity is portfolio management for investment companies, which indicates the firm acts as an investment adviser to pooled vehicles rather than primarily serving retail households. The firm charges fees based on a percentage of assets under management and is owned by an individual owner rather than a corporate or multi-partner structure. Kingsbarn is not positioned as an ESG-focused investor and does not identify as a multi-state or pension consultant adviser. It maintains an affiliation with real estate brokerage activity, suggesting real estate expertise or licensing complements its advisory work. The firm is not described as a capital allocator in the sense of running a multi-manager fund-of-funds business, but it does use third-party managers for certain alternative exposures (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 3
  • KELLY CHRISTOPHER

    Chief Compliance OfficerCRD 6000499

  • JAMES FOWLER

    Chief Investment OfficerCRD 1782003

  • JEFF PORI

    CEOCRD 7433521

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
1645 Village Center Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth