KCS Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KCS Advisors provides discretionary investment management and limited consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers continuous portfolio supervision and periodic consultation on asset allocation, investment policy, and administrative matters.
KCS combines fundamental and quantitative analysis within a long‑term, buy‑and‑hold framework, emphasizing broad diversification, asset allocation, and tax efficiency while generally avoiding frequent trading. The firm manages accounts on a discretionary basis, may use options or hedging only in limited circumstances (notably to address concentrated or low cost‑basis positions), and operates a separate fixed‑income management offering with a higher account minimum.
Noteworthy features relative to peers include its small, two‑owner structure managing roughly $89.5 million across a modest client base, and its practice of asking clients to direct the broker‑dealer while commonly recommending an institutional custody platform that provides the firm with practice‑support services — a relationship the brochure identifies as a potential conflict of interest. The firm does not vote client proxies (clients retain proxy voting authority), describes itself as fee‑only, and discloses in its brochure supplement that one of the firm’s principals has a disciplinary history.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$300 per hour for consulting services
Account minimum: $250,000 Fee-only: Fees are based on assets under management as a percentage; no commissions.
Main office
100 North Main Street, Suite 505
Concord NH 03301
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
Advisors at this firm
Mark L
Series 65
Concord, NH
KCS Advisors, LLC
Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.
Kevin S
Series 63, Series 65
Concord, NH
KCS Advisors, LLC
Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.
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