Kings Point Capital Management LLC

Kings Point Capital Management LLC (CRD# 137728) is a financial advisory firm headquartered in Great Neck, NY. They manage $714,556,920 in 635 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    715
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $1,125,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, AR, CA, FL, IL, LA, MA, MD, MO, NH, NJ, NY, OH, TN, TX

Financial Advisors at Kings Point Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jason D. Beaird
CRD#: 4008402
111 Great Neck Road, Suite 310, Great Neck, NY 11021
96
Wealthminder
score

Jason Beaird (CRD# 4008402) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Great Neck, NY and has over 16 years of experience in the finance industry.

2
Martha E. Webb
CRD#: 4862360
112 Westwood Place, Suite 210, Brentwood, TN 37027
96
Wealthminder
score

Martha Webb (CRD# 4862360) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Brentwood, TN and has over 12 years of experience in the finance industry. Martha Webb 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.

3
Jeffrey P. Bates
CRD#: 2273114
6750 Poplar Avenue, Forum 1, Suite 512, Memphis, TN 38138
93
Wealthminder
score

Jeffrey Bates (CRD# 2273114) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Memphis, TN and has over 24 years of experience in the finance industry.

4
Nathan T. Fend
CRD#: 5544443
112 Westwood Place, Suite 210, Brentwood, TN 37027
93
Wealthminder
score

Nathan Fend (CRD# 5544443) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Brentwood, TN and has over 7 years of experience in the finance industry.

5
john A. Marshall IV
CRD#: 2634720
111 Great Neck Road, Suite 310, Great Neck, NY 11021
91
Wealthminder
score

John (Jake) Marshall CFA CFP (CRD# 2634720) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Great Neck, NY and has over 20 years of experience in the finance industry. John Marshall is a CFA Charterholder and 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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