Senior Managing Partner

0001388736-18-000001.txt : 20180213 0001388736-18-000001.hdr.sgml : 20180213 20180213170503 ACCESSION NUMBER: 0001388736-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KINGS POINT CAPITAL MANAGEMENT CENTRAL INDEX KEY: 0001388736 IRS NUMBER: 113420298 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12325 FILM NUMBER: 18604630 BUSINESS ADDRESS: STREET 1: 111 GREAT NECK ROAD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: 516-439-5105 MAIL ADDRESS: STREET 1: 111 GREAT NECK ROAD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 FORMER COMPANY: FORMER CONFORMED NAME: SALZMAN CAPITAL MANAGEMENT L.L.C. DATE OF NAME CHANGE: 20070202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001388736 XXXXXXXX 12-31-2017 12-31-2017 KINGS POINT CAPITAL MANAGEMENT

111 GREAT NECK ROAD SUITE 310 GREAT NECK NY 11021

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1710 21619 SH SOLE 21619 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT ETF 921937835 281 3450 SH SOLE 3450 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4765 19424 SH SOLE 19424 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 22 200 SH SOLE 200 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 133 949 SH SOLE 949 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 111 716 SH SOLE 716 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 96 648 SH SOLE 648 0 0 VANGUARD INDEX FDS TOTAL ETF 922908769 8426 61391 SH SOLE 61391 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1272 21498 SH SOLE 21498 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1414 30808 SH SOLE 30808 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 194 3540 SH SOLE 3540 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 73 840 SH SOLE 840 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 773 17240 SH SOLE 17240 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7779 90848 SH SOLE 90848 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 28 285 SH SOLE 285 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 145 2075 SH SOLE 2075 0 0 VANTIV INC CL A 92210H105 52 710 SH SOLE 710 0 0 VERIZON COMMUNICATIONS CO COM 92343V104 423 7989 SH SOLE 7989 0 0 VISA INC COM CL A 92826C839 40 354 SH SOLE 354 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 96 1323 SH SOLE 1323 0 0 WASTE MGMT INC COM 94106L109 4734 54856 SH SOLE 54856 0 0 WELLS FARGO & CO NEW COM NEW COM 949746101 5236 86298 SH SOLE 86298 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 987 10002 SH SOLE 4702 0 5300 WESTERN GAS PARTNERS LP LP 958254104 19 400 SH SOLE 400 0 0 WILLIAMS COS INC COM COM 969457100 505 16555 SH SOLE 16555 0 0 WILLIAMS PARTNERS L P LP 96949L105 1548 39905 SH SOLE 39905 0 0 WISDOMTREE TR SMLCAP EARN FD 97717W562 74 2055 SH SOLE 2055 0 0 WISDOMTREE TR CBOE S&P 500 ETF 97717X560 126 4320 SH SOLE 4320 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 781 12251 SH SOLE 12251 0 0 WISDOMTREE TRUST EMG MKTS SMCAP 97717W281 2695 51682 SH SOLE 51682 0 0 XYLEM INC COM 98419M100 68 1000 SH SOLE 1000 0 0 YUM BRANDS INC COM COM 988498101 61 750 SH SOLE 750 0 0 YUM CHINA HLDGS INC COM ADDED 98850P109 31 786 SH SOLE 786 0 0 ZAYO GROUP HLDGS INC COM 98919V105 14 380 SH SOLE 380 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 12 100 SH SOLE 100 0 0 CORENERGY INFRASTRUCTURE TR DEP SHS REPSTG 21870U304 10 400 SH SOLE 400 0 0 THOMSON REUTERS CORP COM 884903105 10 237 SH SOLE 237 0 0 ANGI HOMESERVICES INC COM CL A ADDED 00183L102 10 1000 SH SOLE 1000 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 11 338 SH SOLE 338 0 0 KELLOGG CO COM 487836108 11 159 SH SOLE 159 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 11 393 SH SOLE 393 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 11 190 SH SOLE 190 0 0 HORMEL FOODS CORP COM 440452100 13 360 SH SOLE 360 0 0 ISHARES INC MIN VOL GBL ETF 464286525 14 169 SH SOLE 169 0 0 FIDELITY MSCI INDL INDX 316092709 15 388 SH SOLE 388 0 0 FIDELITY MSCI MATLS INDEX 316092881 15 430 SH SOLE 430 0 0 RYDEX ETF TRUST GUG S&P500EQWTTE 78355W817 15 107 SH SOLE 107 0 0 FIDELITY CONSMR STAPLES ETF 316092303 16 460 SH SOLE 460 0 0 VANGUARD INDEX FDS REIT ETF 922908553 17 202 SH SOLE 202 0 0 FIDELITY MSCI CONSM DIS 316092204 17 430 SH SOLE 430 0 0 VENTAS INC COM 92276F100 17 288 SH SOLE 288 0 0 COHERENT INC COM 192479103 23 80 SH SOLE 80 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 23 200 SH SOLE 200 0 0 HARRIS CORP DEL COM 413875105 25 180 SH SOLE 180 0 0 CIRRUS LOGIC INC COM 172755100 26 500 SH SOLE 500 0 0 APPFOLIO INC COM CL A 03783C100 27 650 SH SOLE 650 0 0 WISDOMTREE TR US TOTAL EARNING 97717W596 29 900 SH SOLE 900 0 0 ALASKA AIR GROUP INC COM 011659109 29 400 SH SOLE 400 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 31 252 SH SOLE 252 0 0 SYSCO CORP COM 871829107 33 550 SH SOLE 550 0 0 FERRARI N V COM N3167Y103 34 320 SH SOLE 320 0 0 PACKAGING CORP AMER COM 695156109 36 300 SH SOLE 300 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 37 1072 SH SOLE 1072 0 0 CATERPILLAR INC DEL COM 149123101 38 240 SH SOLE 240 0 0 DIGITAL RLTY TR INC COM 253868103 38 336 SH SOLE 336 0 0 MASTEC INC COM 576323109 39 800 SH SOLE 800 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 41 1300 SH SOLE 1300 0 0 IDEXX LABS INC COM 45168D104 44 280 SH SOLE 280 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 46 1008 SH SOLE 1008 0 0 CENTENE CORP DEL COM 15135B101 50 500 SH SOLE 500 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 51 700 SH SOLE 700 0 0 ARISTA NETWORKS INC COM 040413106 52 220 SH SOLE 220 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 62 227 SH SOLE 227 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 62 1268 SH SOLE 1268 0 0 ALIGN TECHNOLOGY INC COM 016255101 67 300 SH SOLE 300 0 0 WISDOMTREE TR GLB HIGH DIV FD 97717W877 68 1400 SH SOLE 1400 0 0 TAPESTRY INC COM ADDED 876030107 75 1696 SH SOLE 1696 0 0 CORPORATE CAP TR INC COM ADDED 219880101 78 4907 SH SOLE 4907 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 87 2500 SH SOLE 2500 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 155 3750 SH SOLE 3750 0 0 L3 TECHNOLOGIES INC COM 502413107 158 800 SH SOLE 800 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 188 2804 SH SOLE 2804 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 190 3650 SH SOLE 3650 0 0 RALPH LAUREN CORP CL A 751212101 3443 33202 SH SOLE 33202 0 0 CROCS INC COM 227046109 25 2000 SH SOLE 2000 0 0