firm profile
KCS Advisors, LLC
Overview
KCS Advisors, LLC is a state registered investment adviser based in Concord, NH, registered since 2009. It reports $89.5M in assets under management across 119 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $89.5M
- Discretionary
- 100%
- Accounts
- 119
- Average account
- $752K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2009
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Kevin Charles Soles Managing Member, Chief Compliance Officer CRD 1436345
- Mark Ernest Lavalle Member CRD 2868631
Advisory reps 2 of 2
- Mark Ernest Lavalle Investment Adviser Rep CRD 2868631
- Kevin Charles Soles Investment Adviser Rep CRD 1436345
Location
- Headquarters
- 100 N Main St Ste 505
Concord, NH 03301 - County
- Merrimack
- Metro area
- Concord, NH
- Region
- Northeast
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
Similar firms near Concord
- Carlson InvestmentsConcord, NH$736M AUM
- Whitegate Investment Counselors, Inc.Concord, NH$545M AUM
- Atlas Fiduciary Services, Inc.Concord, NH$269M AUM
- Valpey Financial Services LLCConcord, NH$226M AUM
- Capitol Wealth ManagementConcord, NH$42.3M AUM
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