Kring Financial Management, Inc. (Smyrna)


Kring Financial Management, Inc. is a large advisory firm based in Smyrna. It manages $26.26 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Georgia.

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Kring Financial Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kring Financial Management: assets under management

The assets under management (AUM) of Kring Financial Management, Inc. is $26.26 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kring Financial Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kring Financial Management, Inc.

William James Kring has been acting as President since 1 Aug 1999. Inc. Wjk Management Co. joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William James Kring President/chief compliance officer 1 Aug 1999 Other 2564876
Inc. Wjk Management Co. Shareholder 1 Oct 2009 75% - 100% 16-1629047

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
William James Kring Shareholder 1 Oct 2009 75% - 100% 2564876

Based in Smyrna

The principal office where Kring Financial Management, Inc. performs its advisory services is located at 4045 Orchard Road Se, Smyrna, GA 30080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-333-0113 or by fax 770-333-9557. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.kringfinancial.com.