Kerns Capital Management, Inc.

Kerns Capital Management, Inc. (CRD# 110107) is a financial advisory firm headquartered in Houston, TX. They manage $188,109,677 in 308 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $610,746
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Publication of periodicals or newsletters
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, LA, ME, NY, TX

Financial Advisors at Kerns Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Parker B. Binion
CRD#: 6105735
9821 Katy Freeway, Suite 400, Houston, TX 77024
100
Wealthminder
score
Parker Binion (CRD# 6105735) is an Investment Advisor Representative working at Kerns Capital Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
2
Martin L. Kerns
CRD#: 5437017
9821 Katy Freeway, Suite 400, Houston, TX 77024
93
Wealthminder
score

Martin Kerns (CRD# 5437017) is an Investment Advisor Representative working at Kerns Capital Management, Inc. in Houston, TX and has over 10 years of experience in the finance industry.

3
Kelly M. Albertson
CRD#: 5888936
9821 Katy Freeway, Suite 400, Houston, TX 77024
90
Wealthminder
score

Kelly Albertson (CRD# 5888936) is an Investment Advisor Representative working at Kerns Capital Management, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

4
Martin L. Kerns
CRD#: 268401
5075 Westheimer, Suite 1177, Houston, TX 77056
81
Wealthminder
score

Martin Kerns (CRD# 268401) is an Investment Advisor Representative working at Kerns Capital Management, Inc. in Houston, TX and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.