Kristian Idar Albornoz

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2015 → 01/2024
  Triad Advisors, Inc.
  Norcross, GA
• 11/2015 → 02/2024
  Keeney Financial Group, Inc.
  Columbia, MD
• 02/2024 → Present
  Beacon Pointe Insurance Services, Llc
  Columbia, MD
• 02/2024 → Present
  Beacon Pointe Advisors, Llc
  Columbia, MD

Previous Registrations

• 2015-11-21 → 2024-03-08
  Keeney Financial Group Inc.
  Columbia, MD
• 2014-12-24 → 2015-11-19
  Lpl Financial Llc
  Columbia, MD

Other Businesses

(1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 02/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Kristian I Albornoz LLC; Address: 931 S Kenwood Ave. Baltimore MD 21224; Position/Title: Owner; Nature of Business: stockholder, holding company for equity; Start Date: 01/2024; HRS/MO During trading hours: 0hrs./Mo. Duties: Sole Owner (3) The Arc Howard County Board Member; Not-investment related; Address: 2 11735 Homewood Road Ellicott City, MD 21042; Nature of business: Commitment to the vision of a community where all people with intellectual and/or developmental disabilities (I/DD) have the opportunity to live, work, and thrive with dignity and self-determination. Role/Title: Board Member; Start Date: 07/01/2026; 3 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Actively participate in strategic planning, policy approval, and oversight of the Executive Director. Attend at least three-fourths of all Board meetings (currently held 6 times a year, per the Bylaws). Committee Meetings: Actively serve on one standing committee (e.g., Board Development, Finance, Governmental Affairs, Resource Development), requiring an average of 1-2 hours per month. Bring a diverse perspective (race, gender identity, I/DD experience, professional background, etc.) that reflects the Howard County community.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-22

Designations

• Certified Financial Planner