Billy
Dutton

Kings Point Capital Management LLC

CRD#1260962
Investment Advisor
in Brentwood, TN

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About this Advisor

Billy Dutton is a chartered financial analyst who works out of Brentwood, Tennessee, who has been in the industry for 16 years. Dutton works at Kings Point Capital Management LLC. They have spent their entire time as a financial advisor at Kings Point Capital Management Llc. Dutton holds a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Tennessee. Kings Point Capital Management LLC is a registered investment firm that has its headquarters in Brentwood, Tennessee. The firm has a total of 17 advisors. It administers $2 billion in assets between its 1,334 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 1,334 accounts, 88% are associated with high-net-worth clients who have at least $1 million in investable assets. Kings Point Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is offered. Fees charged by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

112 Westwood Place Suite 210
Brentwood, TN 37027

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

TN Average: $7,464,549,021
Total Number of Employees

17

TN Average: 88
Total Number of Accounts

1,334

TN Average: 3,892
Average Account Size

$1,272,371

TN Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Billy Dutton Work History

Billy has 16 years of experience.

2006 - Present (16 years)

Kings Point Capital Management LLC

Disclosures

Billy Dutton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Billy Dutton
Brentwood, TN
Jeffrey Bates
Germantown, TN
Hadley Doolittle
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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