KingsMark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$387,032,010
Clients
416
Advisors
5
of 9 employees
About
KingsMark serves individuals (including high‑net‑worth clients), trusts, corporations and retirement plans with financial planning, consultations, and ongoing portfolio management. The firm offers both full and modular financial plans and provides retirement‑plan consulting and participant‑level education in addition to discretionary and non‑discretionary investment management.
Its investment approach emphasizes fundamental analysis and asset‑allocation models, with continuous monitoring, rebalancing and a mix of long‑ and short‑term strategies. Notably, the firm’s listed investment toolkit includes derivatives—covered and uncovered calls and put options—and it may use margin or borrowing in separately managed accounts.
KingsMark discloses affiliations with accounting professionals who provide accounting and tax services through separate businesses, a relationship the firm treats as a potential conflict and manages through disclosure and policies. The firm also provides ERISA fiduciary consulting to plan sponsors for non‑discretionary advice and maintains relationships with multiple custodians and third‑party managers to implement client strategies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $10,000 for financial plans and consultations, negotiable
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.70% $4,000,001+: 0.50%
Insurance products sold by representatives may generate commissions, separate from advisory fees
Hourly rates up to $300 per hour for financial planning and consultation services
Minimum fee: Minimum fee of $250 for a financial plan charged as a fixed fee Fee-only: Financial planning fees charged as fixed fees up to $10,000 or hourly up to $300/hour (negotiable)
Main office
601 Pointe North Boulevard
Albany GA 31721
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Kingsmark Private Financial Advisors, LLC · Longleaf Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Britt B
CFP®, Series 66
Albany, GA
KingsMark Private Financial Advisors, LLC
Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.
Noah M
CFP®, Series 65
Albany, GA
KingsMark Private Financial Advisors, LLC
Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.
Thomas S
CFP®, ChFC®, Series 63, Series 65
Albany, GA
KingsMark Private Financial Advisors, LLC
Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.
Rebecca A
CFP®, Series 66
Albany, GA
KingsMark Private Financial Advisors, LLC
Rebecca Anderson is a CFP® with 20 years of industry experience and has been with Kingsmark Private Financial Advisors, LLC since 2008. She holds a Series 66 license and serves as a managing partner of Westover Land Properties, LLC, a non-investment related business. Kingsmark Private Financial Advisors, LLC serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options strategies as part of its investment approach.
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