Kerry
Keihn

Prime Capital Investment Advisors, LLC

CRD#6833935
Investment Advisor
in Asheville, NC

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About this Advisor

Kerry Keihn is a financial advisor based in Asheville, North Carolina. Keihn works at Prime Capital Investment Advisors, LLC. Over the course of their career, they have held roles at Earth Equity Advisors, LLC, Earth Equity Advisors, LLC (Formerly Krull & Co), Shenandoah Alliance For Shelter and Prime Capital Investment Advisors, LLC. Keihn has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in North Carolina. Prime Capital Investment Advisors, LLC is an advisory company that has its headquarters in Leawood, KS. The company has offices in 61 locations and a total of 305 employees. It administers $17 billion in assets across its 21,894 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 21,894 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Prime Capital Investment Advisors, LLC can be comprised of any combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

40 N Merrimon Ave Suite 301
Asheville, NC 28804

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$16,687,174,483

NC Average: $2,243,162,756
Total Number of Employees

305

NC Average: 44
Total Number of Accounts

21,894

NC Average: 4,091
Average Account Size

$762,180

NC Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kerry Keihn Work History

Kerry has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Prime Capital Investment Advisors, LLC

2017 - 2023 (6 years)

Earth Equity Advisors, LLC

2015 - 2023 (8 years)

Earth Equity Advisors, LLC (Formerly Krull & Co)

2012 - 2015 (3 years)

Shenandoah Alliance For Shelter

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kerry Keihn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

Neill Yelverton
Leawood, KS
Jeremiah Pangan
Leawood, KS
Scott Johnson
Round O, SC
Donald Paul
Leawood, KS
Jon Gwatney
Hammond, LA
Michael Smoots
Leawood, KS
Matt Waters
Leawood, KS
Sarah Doerr
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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