firm profile
Kingsview Wealth Management, LLC
Overview
Kingsview Wealth Management, LLC is an SEC registered investment adviser based in Grants Pass, OR, registered since 2014. It reports $9B in assets under management across 31,932 accounts, with 285 employees. It has 116 investment adviser representatives.
- Reported AUM
- $9B
- Discretionary
- 100%
- Accounts
- 31,932
- Average account
- $281K
- Employees
- 285
- Advisory reps
- 116
- Registered since
- 2014
- Jurisdictions
- 51
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Sean Patrick McGillivray Chief Executive Officer CRD 6135768
- John Marshall Belniak President, Chief Financial Officer CRD 4430660
- Matthew John Stolen Chief Compliance Officer CRD 4953375
2 more executive officers, with direct contact details
Advisory reps 3 of 116
- Shannon Elaine Avery Insurance Agent · Investment Adviser Rep CRD 6689021
- Jeffery K Barnes Investment Adviser Rep CRD 2069368
- Jacob Matthew Bauer Registered Rep · Investment Adviser Rep CRD 7219221
113 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 509 SE 7th St Ste 2
Grants Pass, OR 97526 - County
- Josephine
- Metro area
- Grants Pass, OR
- Region
- West
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: kingsview.com
Every state, with registration dates
Similar firms near Grants Pass
- Welch Investment Group, LLCGrants Pass, OR$264M AUM
- Rogue Advisors, LLCGrants Pass, OR$80M AUM
- Purpose First Financial, LLCGrants Pass, OR$60.5M AUM
- Government Portfolio Advisors LLCPortland, OR$35.1B AUM
- Stancorp Investment Advisers, Inc.Portland, OR$34.5B AUM
request a demo
See what we have on Kingsview Wealth Management, LLC
We'll walk you through the full profile and how to find more firms like this one.