Christopher Martin Kohne

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1997 → 01/2018
  Lincoln Financial Advisors Corporation
  Suwanee, GA
• 02/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 02/2018 → 03/2025
  Sugarloaf Wealth Management, Llc
  Duluth, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc.
  Duluth, GA
• 03/2025 → Present
  Private Client Services
  Duluth, GA
• 03/2025 → Present
  Prime Capital Financial
  Duluth, GA

Previous Registrations

• 2018-02-22 → 2025-03-07
  Sugarloaf Wealth Management, Llc
  Duluth, GA
  Duluth, GA
• 2003-03-04 → 2018-02-05
  Osaic Fa, Inc.
  Atlanta, GA
  Suwanee, GA
  Virginia Beach, VA

Other Businesses

1) Prime Capital Investment Advisors. 6201 College Blvd, Suite #150, Overland Park, KS 66211. RIA. 160 hrs/mo; 120 during trading hrs. 2) Christopher M. Kohne, Guitarist. 5394 Chaversham Ln, Peachtree Corners, GA 30092. Part-time musician. Freelance musician. 6 hrs/mo; 0 during trading hrs. Not investment related. 3) Insurance Brokerage (Life and LTC). 2055 Sugarloaf Cir, Suite 200, Duluth, GA 30097. Sale of life and LTC insurance products. Independent insurance broker. 2 hrs/mo; 2 during trading hrs. Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-12

Designations

• Certified Financial Planner

Other Names

• Chris Martin Kohne