Kennesaw, GA Bells Ferry Road Office

Team
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Kovack Advisors, Inc.

Multi-team

Firm-wide stats for Kovack Advisors, Inc.

Total advisors

245

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, banks and thrift institutions, and state and municipal government clients. The firm provides traditional advisory services including discretionary and non‑discretionary portfolio management, financial planning, and sub‑advisory/Independent Advisor program access, along with aggregation and limited management of “held‑away” retirement plan assets.

The firm implements client portfolios using an Envestnet-supported workflow that begins with a risk‑tolerance questionnaire and a Statement of Investment Selection, and it employs internally created models as well as third‑party managers and TAMPs to construct allocations and manage accounts. KAI monitors accounts on an ongoing basis, may rebalance or replace managers when strategies deviate, and offers both model‑based and advisor‑managed solutions across multiple custodians and execution venues.

Compared with many peers, Kovack discloses a number of atypical features: affiliation with an introducing broker‑dealer and an affiliated law firm, a related municipal advisory affiliate, and a client mix that explicitly includes banking and state/municipal entities. The firm has also reported several regulatory matters in recent years (including an SEC mutual‑fund share‑class self‑report, a 2022 SEC wrap‑program settlement, and a November 21, 2025 Delaware consent order) and discloses relationships and revenue‑sharing (including a core sweep program and other vendor arrangements) that it identifies and addresses in its disclosures.

Based on Kovack Advisors, Inc.

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on Kovack Advisors, Inc.

Occupation focus

Executive Founder/Business Owner

Based on Kovack Advisors, Inc.

Location

4286 Bells Ferry Road, Suite 214

Kennesaw GA 30144

Advisors at this office

4

Advisors at this office

user avatar

Troy R

CFP®, Series 63, Series 65

Kennesaw, GA

Kovack Advisors, Inc.

Troy Roberson is a CFP® with 16 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He previously worked at Resource Horizons Investment Advisory, Inc. from 2012 to 2014. Outside of his advisory role, Roberson is involved as an executive officer with the Marine Corps Aviation Association in Atlanta and serves as secretary for West Cherokee Church of Christ. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Ronald S

Series 63, Series 65

Kennesaw, GA

Kovack Advisors, Inc.

Ronald Skopek is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. His prior experience includes three years at Resource Horizons Investment Advisory, Inc. Outside of his advisory role, he owns and serves as president of Summit Financial Services, Inc., which focuses on the retail sale of securities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Durema B

CFP®, Series 63, Series 65

Kennesaw, GA

Kovack Advisors, Inc.

Durema Bacchus is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. She has previously worked with Kovack Securities, Inc. and Summit Financial Services, Inc. Bacchus is also the organizer of Summit Financial Planning LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing both internally developed models and third-party managers to construct and manage client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Ronald W

Series 63, Series 65

Kennesaw, GA

Kovack Advisors, Inc.

Ronald Womack II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he serves as president of Highland Path Financial Group, LLC, where he is involved in the sales and service of investment and insurance products. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and governmental entities, employing both internally created models and third-party managers to construct and monitor investment portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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