KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Overview

Kingsmark Private Financial Advisors, LLC is an independent registered investment adviser formed in 2008 and controlled by an individual owner. The firm serves both individual and family clients and institutional clients, offering fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Its advisory services list financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services; the firm also identifies itself as a capital allocator and performs manager selection and allocation to third‑party managers. Investment activity centers on fund‑based and third‑party manager solutions rather than concentrated single‑name equity bets. Kingsmark is not an active ESG investor and is not designated as a multi‑state adviser. The firm’s model emphasizes discretionary management — the bulk of client assets are managed on a discretionary basis — supplemented with advisory work through non‑discretionary mandates and planning engagements.

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