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Kenneth Brown

Advisor at Core Capital Markets, LLC

Updated today
Core Capital Markets, LLC logo

Firm

Core Capital Markets, LLC

Location

Atlanta, GA 30305

Credentials

Series 63, Series 65

Industry experience

30 years

About

Kenneth Brown is a financial advisor at Core Capital Markets, LLC in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Inc. and Dempsey Lord Smith, LLC. Brown is also the president of Core Capital Markets, LLC. Core Capital Markets provides model-based investment strategies primarily to registered platform providers and their advisers, with limited direct retail clients. The firm focuses on market efficiency and strategic asset allocation, using mutual funds and ETFs exclusively from Dimensional Fund Advisors to build diversified portfolios tailored to various investment goals.

Client services

Based on Core Capital Markets, LLC

Portfolio management Selection of other advisers Provider of managed model portfolios

Expertise

Based on Core Capital Markets, LLC

Passive / index investing ESG / Sustainable investing Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001+: 0.85% annually

Other

Account minimum: $1,000,000 Fee-only: Annual management fees charged to direct retail clients based on percentage of assets under management: 1.00% annually up to $1,000,000; 0.85% annually for assets over $1,000,000. Fees are negotiable.

Location

3060 Peachtree Road, Suite 1890

Atlanta, GA 30305

Most active in

Georgia · Texas

Work history

Arkadios Wealth Advisors

2026 - Present (1 year)

Arkadios Capital

2026 - Present (1 year)

Cambridge Investment research, Inc.

2025 - 2026 (1 year)

Dempsey Lord Smith, LLC

2011 - 2025 (14 years)

Core Capital Markets, LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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