KBS Capital Markets Group LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
132299
Registered since
October 22, 2004

Firm profile

FINTRX

Overview

KBS Capital Markets Group LLC is organized as a limited liability company and appears in SEC records dating back to 2004. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual. The firm is listed as unclassified in the dataset and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available records do not include a description of the firm’s advisory activities, client segments, fee model, or investment focus. The profile in FINTRX is therefore limited to registration, ownership, and a number of regulatory/operational flags rather than a detailed business or investment mandate.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Zapata

    Compliance OfficerCRD 2422544

  • Kenny Tam

    Kenny Tam

    Accounting ManagerCRD 7872457

  • Matthew Crary

    Matthew Crary

    Associate Vice PresidentCRD 4181506

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
800 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth