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CFP
KC
CFP

Kameron Carlson

Prime Capital Financial
31 Years of Experience
Sioux Falls, SD
Sells Insurance
View SEC Summary
View SEC Summary

Kameron Carlson is a CFP-designated registered investment advisor at Prime Capital Financial, based in Sioux Falls, SD, with 31 years of industry experience. Kameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Prime Capital Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5024 S Bur Oak Place, Suite 100, Sioux Falls, SD, 57108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kameron is an insurance agent selling non-variable insurance products, dedicating minimal time to this activity. He also owns Vintek Nutrition, LLC, and is involved with Insignia Holdings, LLC, CHHSZ Holdings, LLC, and PCRM, LLC (Prime Capital Risk Management).

Employment History
Current Registrations
Prime Capital Financial
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Professional Financial Services, INC.
August 2015 - March 2023 · 7 yrs 7 mos
LPL Financial LLC
June 1996 - September 2016 · 20 yrs 3 mos
LPL Financial LLCBroker
September 1995 - December 2018 · 23 yrs 3 mos
Citicorp Investment ServicesBroker
July 1995 - September 1995 · 2 mos
Linsco/private Ledger CORP.Broker
February 1995 - June 1995 · 4 mos
State Registrations2 states
SDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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