Kays Financial Advisory Corp

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Kays Financial Advisory Corp, federally registered in 1985, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 7 advisors. Kays Financial Advisory Corp manages $495.1 million and provides investment advisory services for 592 clients (1:85 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $836,277
Hybrid Advisor No
Disciplinary History No
Total AUM $495.1 million
Advisor / Client Ratio 1:85
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 105873)
State(s) Registered AL, FL, GA, LA, NC, SC, TN, TX, VA

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