Insights

Acquisition Integration Kays Financial Advisory Corp was acquired by Mercer Advisors in 2021, creating a pathway to offer integration, onboarding, and technology consolidation services for Mercer’s growing RIA network.

High Value Base The firm brought substantial assets under management and a large client base to Mercer, signaling demand for scalable wealth-management platforms, performance reporting, and compliant client communications within the Mercer ecosystem.

Atlanta Market Based in the Atlanta area, KFAC's market footprint aligns with Mercer’s regional growth strategy, offering opportunities to tailor services and events for local high-net-worth clients.

Tech Enablement KFAC's tech stack (Drupal, jQuery, Mautic, PHP) indicates openness to digital marketing, client portals, and integration-ready platforms, enabling Mercer to enhance client experience and back-office efficiency.

Engagement Solutions The combination of a fee-only advisory focus and a history of personalized service signals opportunities to offer differentiated digital engagement tools, planning platforms, and reporting solutions to Mercer-advised clients, helping them stand out in a competitive mid-market RIA landscape.

Kays Financial Advisory Corporation Tech Stack

Kays Financial Advisory Corporation uses 4 technology products and services including Drupal, jQuery, Mautic, and more. Explore Kays Financial Advisory Corporation's tech stack below.

  • Drupal
    Content Management System
  • jQuery
    Javascript Libraries
  • Mautic
    Marketing Automation
  • PHP
    Programming Languages

Kays Financial Advisory Corporation's Email Address Formats

Kays Financial Advisory Corporation uses at least 1 format(s):
Kays Financial Advisory Corporation Email FormatsExamplePercentage
FLast@scottkays.comJDoe@scottkays.com
100%

Frequently Asked Questions

Where is Kays Financial Advisory Corporation's headquarters located?

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Kays Financial Advisory Corporation's main headquarters is located at 200 Galleria Parkway Southeast Suite 1150 Atlanta, Georgia 30339 United States. The company has employees across 1 continents, including North America.

What is Kays Financial Advisory Corporation's phone number?

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You can contact Kays Financial Advisory Corporation's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kays Financial Advisory Corporation's official website and social media links?

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Kays Financial Advisory Corporation's official website is scottkays.com and has social profiles on LinkedIn.

What is Kays Financial Advisory Corporation's NAICS code?

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Kays Financial Advisory Corporation's NAICS code is 52 - Finance and Insurance.

How many employees does Kays Financial Advisory Corporation have currently?

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As of February 2026, Kays Financial Advisory Corporation has approximately 1 employees across 1 continents, including North America. Key team members include Senior Operations Associate: J. R.Client Service Representative: A. B.Receptionist: A. R.. Explore Kays Financial Advisory Corporation's employee directory with LeadIQ.

What industry does Kays Financial Advisory Corporation belong to?

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Kays Financial Advisory Corporation operates in the Financial Services industry.

What technology does Kays Financial Advisory Corporation use?

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Kays Financial Advisory Corporation's tech stack includes DrupaljQueryMauticPHP.

What is Kays Financial Advisory Corporation's email format?

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Kays Financial Advisory Corporation's email format typically follows the pattern of FLast@scottkays.com. Find more Kays Financial Advisory Corporation email formats with LeadIQ.
Kays Financial Advisory Corporation logo

Kays Financial Advisory Corporation

Financial ServicesGeorgia, United States0-1 Employees

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm offering a combination of money management and comprehensive financial planning services for individuals and families. Located in the Cobb Galleria Center area of north Atlanta, Georgia, the firm emphasizes personalized service and expertise to help clients grow, protect, and conserve their wealth and to make informed decisions about their money. Founded in 1985 by Scott Kays, CFA, CFP®, it operates within the financial services industry as a boutique advisory practice serving a private client base with a focus on long‑term financial goals. In early 2021, the firm became part of Mercer Advisors through an acquisition, reflecting a consolidation trend in the sector and broadening access to a larger national advisory network.

Section iconCompany Overview

Headquarters
200 Galleria Parkway Southeast Suite 1150 Atlanta, Georgia 30339 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Kays Financial Advisory Corporation's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Kays Financial Advisory Corporation's revenue is estimated to be in the range of $1M$10M

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