Kam-south, LLC

Kam-south, LLC (CRD# 158174) is a financial advisory firm headquartered in Atlanta, GA. They manage $46,729,412 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $389,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, MO

Financial Advisors at Kam-south, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christian G. Koch
CRD#: 2485534
400 Interstate North Parkway Se, Suite 330, Atlanta, GA 30339
96
Wealthminder
score

Christian Koch (CRD# 2485534) is an Investment Advisor Representative working at Kam-south, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Christian Koch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey B. Clark
CRD#: 5063933
3715 Northside Parkway Nw, Bldg 400, Suite 475, Atlanta, GA 30327
93
Wealthminder
score

Jeffrey Clark (CRD# 5063933) is an Investment Advisor Representative working at Kam-south, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

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