Kimsey Hollifield
Advisor at HFG 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.
About
Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Brookstone Wealth Advisors and Alphastar Capital Management. She is also the owner of Hollifield Financial Group, where she provides insurance sales and investment advisory services. HFG Capital serves individual and high-net-worth clients primarily through managing pooled investment vehicles like the First Position Debt Fund, LLC. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, offering portfolio management with a focus on long-term trading across various asset classes.
Fee options
Up to 1.75% annually
Supervised persons may receive commissions from sale of insurance products, but commissions are not the firm's primary compensation
Minimum fee: Monthly $8 technology fee, reduced proportionally for accounts under $8,000
Location
208 N Cedar Street, #200
Summerville, SC 29483
Most active in
Kimsey H has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · South Carolina
Work history
HFG Capital
2024 - Present (2 years)
Brookstone Wealth Advisors
2022 - 2025 (3 years)
Alphastar Capital Management, LLC
2019 - 2020 (1 year)
Retirement Wealth Advisors
2019 - 2020 (1 year)
Hollifield financial group
2014 - Present (12 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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