Kam-South, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KAM‑South provides fee‑only investment management and financial planning to individuals, families and a limited number of institutional and tax‑exempt clients, including pension and profit‑sharing plans and charitable organizations. Services include discretionary portfolio management, retirement planning, and tailored financial planning engagements.
The firm follows a long‑term, value‑oriented investment approach grounded in fundamental research, with technical and cyclical considerations used for timing and risk management. Portfolios are customized to client objectives and may include specialized strategies—such as a bank and thrift focused equity strategy and a diversified fund option for smaller accounts—and accommodations for legacy, tax‑sensitive, or concentrated holdings.
KAM‑South is distinctive among independent advisers for offering performance‑based fee arrangements in addition to asset‑based management, a feature that is relatively uncommon for firms in this category, and for providing discretionary portfolio management to institutional clients and acting as a sub‑advisor to another advisory firm. Its investment framework is presented as experience‑driven and research‑intensive, reflecting the principal’s long background in equity research and an ongoing academic appointment.
Client services
Expertise
Demographic focus
Fee options
Financial planning flat fees ranging from $2,000 to $10,000 depending on scope
$250 to $305 per hour depending on complexity
Base fee of 1% of assets under management plus 20% of realized gains exceeding 5% cumulative annual return, charged quarterly in arrears
Account minimum: $1,000,000 minimum for performance-based fee accounts; no minimum for non-performance fee accounts Fee-only: Asset management fee of 1.0% to 1.25% annually on assets under management (non-performance fee accounts)
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia · Missouri
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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