KS Global Advisors, Inc.

RIASEC Registered
Total AUM
$47.1M
Discretionary
$43.4M
92% of AUM
Avg account
$1.7M
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
136308
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

KS Global Advisors, Inc. is a small registered investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm operates primarily on an asset-based fee schedule supplemented by hourly charges, and it reports both discretionary and non‑discretionary relationships. Its client base is concentrated on private individuals and families rather than institutional mandates, and the adviser does not characterize itself as an active ESG investor. Investment activity centers on public fund exposures — the firm’s reported SMA assets are allocated almost entirely to public funds and mutual funds — while it also deploys third‑party alternative managers for hedge fund and real estate allocations. KS Global Advisors appears to run compact, manager-driven portfolios rather than direct, in‑house security selection at scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Khaled Salama

    Khaled Salama

    President, CIOCRD 2673400

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth