KH
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Kimsey Hollifield

9 Years of Experience
Summerville, SC
1 DisclosureSells Insurance

Kimsey Hollifield is a registered investment advisor at Hfg Capital, based in Summerville, SC, with 9 years of industry experience. Kimsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable based upon the type of client, the complexity of the client's situation, and the other services that HFG may provide to the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

208 N Cedar Street, #200, Summerville, SC, 29483

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History

Regulatory History (1)
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Customer Dispute
September 2022
Settled
Other Business ActivitiesSells Insurance

Kimsey is the owner of Hollifield Financial Group, offering both insurance sales and investment advisory services since 2010. Kimsey dedicates about three-quarters of their time to this activity, with most of that time occurring during securities trading hours.

Employment History
Current Registrations
Hfg Capital
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
September 2022 - February 2025 · 2 yrs 5 mos
Alphastar Capital Management, LLC
June 2020 - September 2022 · 2 yrs 3 mos
Retirement Wealth Advisors, INC.
April 2019 - June 2020 · 1 yr 2 mos
Alphastar Capital Management, LLC
October 2011 - December 2013 · 2 yrs 2 mos
State Registrations3 states
FLNCSC
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.