KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

CRD 146655File 801-68950

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$406.5M

Below cohort median (national)

Discretionary AUM

$392.3M

Non-discretionary $14.2M

Clients

430

890 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 12, 2008
Principal office: 601 POINTE NORTH BOULEVARD, ALBANY, GA, 31721
Phone: 229-439-2348
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/3730554/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $406.5M
Discretionary AUM: $392.3M
Non-discretionary AUM: $14.2M
Discretionary accounts: 875
Non-discretionary accounts: 15
Total accounts: 890
AUM per client: $945K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$677K
Charitable organizations	Fewer than 5	$5.6M
High net worth individuals	170	$284.8M
Pension and profit sharing plans	14	$13.1M
Individuals (other than high net worth individuals)	246	$102.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.