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KCS Advisors, LLC

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Client assets under management

$89,506,350

Clients

62

44% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

31

Low

Average account size

$1,443,651

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

Portfolio management
Portfolio review for non-management investment clients

Expertise

Concentrated stock management Options & derivatives strategies

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually

Project-based

$300 per hour for consulting services

Other

Account minimum: $250,000 Fee-only: Fees are based on assets under management as a percentage; no commissions.

Main office location

KCS Advisors, LLC

100 North Main Street, Suite 505

Concord NH 03301, United States

Number of offices

1

Most active in

More info

Massachusetts · New Hampshire

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

603-219-0771

Advisors at this firm

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user avatar

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.

Concentrated stock management Options & derivatives strategies
user avatar

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.

Concentrated stock management Options & derivatives strategies
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