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Madison, MS Office

Team
Updated today

Client AUM

$329,459,889

Clients

86

Advisors

2

Of 3 advisors across 2 offices

Location

801 Baptist Drive, Suite 200

Madison MS 39110

Advisors at this office

2

Advisors at this office

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Kevin A

Series 65

Madison, MS

Peregrine Investment Advisors, LLC

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Peregrine since 2018 and previously held roles at The Coca-Cola Company and the University of Mississippi. Peregrine Investment Advisors manages discretionary portfolios for individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term investment approach using mutual funds, ETFs, and individual equities. The firm operates with a small team of four advisers and maintains a cash-sweep practice that influences portfolio construction and fee treatment.

Wealth management
user avatar

Kevin A

Series 65

Madison, MS

Peregrine Investment Advisors, LLC

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Madison, Mississippi, holding a Series 65 designation with 23 years of industry experience. He has been with Peregrine since 2010, working within a four-advisor team. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, including high-net-worth individuals. The firm focuses on fundamental analysis and a long-term investment approach, primarily using mutual funds, ETFs, and individual equities, while routinely incorporating cash as an asset class in portfolio construction.

Wealth management
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