Kamson Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kamson Financial Solutions International, LLC is a state-registered investment manager that positions itself to serve pooled vehicles and institutional-type mandates rather than retail individuals. Its Form ADV materials indicate a very small operation — a single advisory professional and no reported advisory clients or assets — and firm communications are presented through standard regulatory disclosure documents.
The firm’s approach reflects its principal’s academic and industry background, including multiple advanced degrees and FINRA registrations (Series 6, 7, 63, 65 and 24) alongside life and health insurance credentials and prior agency roles at Prudential and MetLife. The brochure emphasizes written and oral communications for prospective counterparties and notes the principal is self-supervisory.
Several of the activities the firm discloses are uncommon among investment managers: it identifies roles that resemble qualified-custodian responsibilities, maintains registrations and experience that allow for commissionable securities and insurance products, and offers non-standard client interfaces such as educational programs and alternative fee arrangements. That combination of custody-related functions, insurance capability, potential commission or hourly engagements, and educational services differentiates it from most peers in the investment-manager category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Main office location
Kamson Financial
1616 E Main St, Ste 232/C5
Mesa AZ 85203, United States
Number of offices
1
Most active in
Kamson Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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