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Clayton Gaines Kohl

SUNSAGE CAPITAL, LLC·GRAPEVINE, Texas
Series 3, Series 7, Series 63, Series 65Clean record20 years registeredSUNSAGE 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

SUNSAGE CAPITAL MANAGEMENT
May 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · May 3, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUNSAGE CAPITAL, LLC
CRD 140332 · SEC 801-66592
AUM
$43M
Regulatory assets under management
Employees
1
94 client accounts
Services offered by SUNSAGE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SUNSAGE CAPITAL, LLC →
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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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