Kbs Capital Advisors, LLC
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Learn more about Kbs Capital Advisors, LLC
Overview
Kbs Capital Advisors, LLC operates as a financial advisory company headquartered in Newport Beach, California. The company handles $3.2 billion in assets across three accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has an average-sized team, including 3 financial advisors. Kbs Capital Advisors, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Kbs Capital Advisors, LLC oversees none of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments without needing to seek the customer's approval. The company also has three non-discretionary accounts totaling $3.2 billion in AUM. Kbs Capital Advisors, LLC supervises about $1.1 billion in assets for each client account. An average financial advisor at Kbs Capital Advisors, LLC administers around one client account, placing it among the most personalized financial advisor firms in the country.
The firm's main office is located at 800 Newport Center Drive, Newport Beach, California 92660. Kbs Capital Advisors, LLC is permitted to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kbs Capital Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3.2 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
81
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.1 billion
Fee Structure
Fees for financial management usually vary depending on the type of services provided. Fees charged by Kbs Capital Advisors, LLC can include any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its three accounts, Kbs Capital Advisors, LLC's largest client is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kbs Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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