Kevin Soles
Advisor at KCS Advisors, LLC
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
KCS Advisors, LLC
Location
Concord, NH 03301
Credentials
Series 63, Series 65
Industry experience
24 years
About
Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.
Client services
Based on KCS Advisors, LLC
Portfolio management
Portfolio review for non-management investment clients
Portfolio review for non-management investment clients
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$300 per hour for consulting services
Account minimum: $250,000 Fee-only: Fees are based on assets under management as a percentage; no commissions.
Location
100 North Main Street, Suite 505
Concord, NH 03301
Most active in
Kevin S has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Work history
KCS Advisors, LLC
2003 - Present (23 years)
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eric S
Series 63, Series 65
Concord, NH
On Track Financial LLC
John C
CFP®, Series 63, Series 65
Concord, NH
Colligan Advisory, LLC
Ronald V
CFP®, Series 66
Concord, NH
Valpey Financial Services LLC
Mark L
Series 65
Concord, NH
KCS Advisors, LLC
Souheil A
Series 65
Concord, NH
Triumph Wealth Management LLC
Gregory G
ChFC®, Series 63, Series 65
Candia, NH
Affinity Investment Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")