Kasey Gaines
Advisor at Psalm Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Psalm Capital
Location
Atlanta, GA 30305
Credentials
CFP®, Series 63, Series 65
Industry experience
5 years
About
Kasey Gaines is a CFP® with five years of industry experience, currently serving as the sole advisor at PSALM Capital in Atlanta, GA. Prior to founding PSALM Capital, Gaines worked at RBC Capital Markets, Independent Capital Management, and JP Morgan Chase. PSALM Capital provides asset management and financial planning services primarily for individual and high-net-worth clients, integrating discretionary portfolio management across public and private securities with financial planning. The firm’s investment approach incorporates fundamental, quantitative, and technical analysis, with portfolios tailored to clients’ objectives and risk tolerance and including allocations to alternative investments when appropriate.
Expertise
Based on Psalm Capital
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Maximum 1.50% annually, fees generally negotiable
Location
3017 Bolling Way Ne, #134
Atlanta, GA 30305
Most active in
Kasey G has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Louisiana
Work history
PSALM Capital LLC
2023 - Present (3 years)
RBC Capital Markets
2020 - 2023 (3 years)
Independent Capital Management
2019 - 2020 (1 year)
JP Morgan Chase Co
2017 - 2018 (1 year)
Pepperdine University
2016 - 2018 (2 years)
College of the Canyons
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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