Kinsight, LLC

Kinsight, LLC (CRD# 116047) is a financial advisory firm headquartered in Birmingham, AL. They manage $413,896,716 in 220 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $1,881,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, GA, LA, TX

Financial Advisors at Kinsight, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Patti B. Black
CRD#: 2814232
600 University Park Place, Suite 501, Birmingham, AL 35209
96
Wealthminder
score

Patti Black (CRD# 2814232) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has over 20 years of experience in the finance industry. Patti Black 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
Andrew A. Gearhart
CRD#: 5712166
600 University Park Place, Suite 501, Birmingham, AL 35209
96
Wealthminder
score

Andrew Gearhart (CRD# 5712166) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has over 6 years of experience in the finance industry. Andrew Gearhart 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
Charles D. Haines
CRD#: 1205641
600 University Park Place, Suite 501, Birmingham, AL 35209
96
Wealthminder
score

Charles Haines (CRD# 1205641) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has over 32 years of experience in the finance industry. Charles Haines 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.

4
John B. Cox
CRD#: 4597091
600 University Park Place, Suite 501, Birmingham, AL 35209
90
Wealthminder
score

John Cox (CRD# 4597091) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

5
Joshua W. Lancaster
CRD#: 2424549
600 University Park Place, Suite 501, Birmingham, AL 35209
90
Wealthminder
score

Joshua Lancaster (CRD# 2424549) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

6
Jonathan E. Millican
CRD#: 5035703
600 University Park Place, Suite 501, Birmingham, AL 35209
90
Wealthminder
score

Jonathan Millican (CRD# 5035703) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Jonathan Millican 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.

7
Heath R. Echols
CRD#: 5082794
600 University Park Place, Suite 501, Birmingham, AL 35209
87
Wealthminder
score

Heath Echols (CRD# 5082794) is an Investment Advisor Representative working at Kinsight, LLC in Birmingham, AL and has 1 year of experience in the finance industry.

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