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Clayton Gaines Kohl

SUNSAGE CAPITAL, LLC·GRAPEVINE, Texas
Clean recordSUNSAGE CAPITAL, LLC
4400 STATE HIGHWAY 360, GRAPEVINE, TX 76051-6754CRD# 3132201Firm CRD# 140332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clayton Gaines Kohl · GRAPEVINE, TX
Registration
CRD #3132201 · SUNSAGE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clayton Gaines Kohl is a registered financial advisor based in GRAPEVINE, Texas, affiliated with SUNSAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUNSAGE CAPITAL, LLC
SUNSAGE CAPITAL MANAGEMENT
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3132201
Firm CRD# 140332
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05

Frequently Asked Questions

What services does Clayton Gaines Kohl offer?
Clayton Gaines Kohl specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GRAPEVINE, Texas for a consultation.
What are Clayton Gaines Kohl's credentials?
Clayton Gaines Kohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clayton Gaines Kohl located?
Clayton Gaines Kohl is based in GRAPEVINE, Texas, working with SUNSAGE CAPITAL, LLC. Their office serves clients in the GRAPEVINE metropolitan area and surrounding communities.
How does Clayton Gaines Kohl charge for services?
Clayton Gaines Kohl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUNSAGE CAPITAL, LLC?
SUNSAGE CAPITAL, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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