Kimsey A. Hollifield

HFG CAPITAL

SUMMERVILLE, SC 29483

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CRD#: 5851037

Professional summary

Kimsey Allen Hollifield, who also goes by Kimsey Hollifield, is a registered financial advisor currently at HFG CAPITAL located in Summerville, South Carolina.

Kimsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kimsey has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimsey Hollifield

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HOLLIFIELD FINANCIAL GROUP; INVESTMENT RELATED; 201 Sigma Drive #300 Summerville, SC 29483; INSURANCE SALES AND INVESTMENT ADVISORY; OWNER; STARTED 03/2010; 120 HOURS/MONTH DEVOTED; 100 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND OFFER INVESTMENT ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimsey Allen Hollifield's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 20, 2025 - Present

HFG CAPITAL

Office #1: 208 N Cedar Street #200, Summerville, SC 29483

RIA

CRD#: 333823

SUMMERVILLE, SC

Past

September 2, 2022 - February 28, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Summerville, SC

Past

June 25, 2020 - September 7, 2022

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Summerville, SC

Past

April 16, 2019 - June 25, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

JOHNS ISLAND, SC

Past

October 25, 2011 - December 17, 2013

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

ASHEVILLE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/20/2025)

IAR

North Carolina
(3/14/2025)

IAR

South Carolina
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/2019

Uniform Investment Adviser Law Examination

Current Firm

HFG CAPITAL

HFG CAPITAL | HFG CAPITAL, LLC | HFG CAPITAL LLC

CRD#: 333823 / SEC#:

Florida

Registered Investment Advisory firm - (3/20/2025 Approved)

North Carolina

Registered Investment Advisory firm - (3/14/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/20/2025 Approved)

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Contact information

Main Address

208 N Cedar Street #200, Summerville, SC 29483

Mailing Address

Phone number

(843) 300-3099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kimsey A. Hollifield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimsey Allen Hollifield's CRS (Customer Relationship Summary).

Certified licenses

Experience

HFG CAPITAL

BROOKSTONE WEALTH ADVISORS, LLC

ALPHASTAR CAPITAL MANAGEMENT

BROOKSTONE WEALTH ADVISORS, LLC

ALPHASTAR CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2019

Current Firm

HFG CAPITAL

Contact information

Documents

Red Flags

Company Information

HFG CAPITAL

TRUST BUT VERIFY

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