Top financial advisors in Point Richmond, CA
We’ve curated a list of the best financial advisors in Point Richmond, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$163,791,000
Number of advisors
6 advisors
| $163,791,000 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Point Richmond, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Point Richmond. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Kingsford Capital Management, LLC
Kingsford Capital Management, LLC is a California limited liability company established in 2001, with Michael I. Wilkins as the principal owner and portfolio manager. The firm specializes in providing discretionary investment advisory services to commingled vehicles structured as private funds, including Kingsford International and Kingsford Alpha Capture Fund. The firm also manages separately managed accounts. Kingsford pursues a fundamental, short-selling investment strategy, sometimes paired with index longs to create a market-neutral strategy. The firm does not tailor services to individual client needs, except for investment restrictions imposed by separate account clients. As of December 31, 2024, Kingsford had approximately $158,208,000 in assets under management, all on a discretionary basis. Fees are negotiable and vary, with management fees and performance allocations being charged. The firm is a fiduciary and maintains a Code of Ethics to ensure compliance with fiduciary obligations. Kingsford has discretion in managing client accounts and decides whether to vote proxies based on the proposal's impact on the investment strategy. The firm has a privacy policy in place to protect clients' non-public personal information.
$163,791,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE BASED ALLOCATIONS FROM INVESTMENT PARTNERSHIPS
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Point Richmond, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Point Richmond. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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