KBS CAPITAL ADVISORS, LLC

800 Newport Center Drive
Suite 700
Newport Beach, California 92660
Tel: 949-417-6500

About KBS CAPITAL ADVISORS, LLC

KBS CAPITAL ADVISORS, LLC, formally registered with the SEC as KBS CAPITAL ADVISORS, LLC. The firm was established in 01/29/2013. They have over 1 offices throughout the country.

KBS CAPITAL ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $2,555,927,641 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166213
SEC#	801-77576
Assets Managed by Firm	$2,555,927,641
No. of Clients	3
No. of Advisors	80

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION AND DISPOSITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$2,555,927,641

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