KBS Capital Markets Group LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 132299
- Registered since
- October 22, 2004
- Website
- kbs-cmg.com
Firm profile
FINTRXOverview
KBS Capital Markets Group LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm’s ownership is reported as a combination of a domestic entity and an individual. Publicly reported classifications and business/activity fields are sparse: it is listed as “Unclassified,” and the record does not identify it as a capital allocator, a multi-state adviser, an ESG-active investor, a pension consultant, or a related adviser. Fee structure, client mix, and specific advisory or business activities were not disclosed in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Michael Zapata
Compliance OfficerCRD 2422544

Matthew Crary
Associate Vice PresidentCRD 4181506
Kenny Tam
Accounting ManagerCRD 7872457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Pacific Select Distributors, LLC
Broker-DealerNewport Beach, CA
Stonebridge Capital Partners LLC
Broker-DealerNewport Beach, CA
CWS Investments
Broker-DealerNewport Beach, CA
Global Digital Markets
Broker-DealerNewport Beach, CA
Courtlandt Securities Corporation
Broker-DealerNewport Beach, CA
Altitude Capital Group LLC
Broker-DealerNewport Beach, CA