0001716846-21-000006.txt : 20210128
0001716846-21-000006.hdr.sgml : 20210128
20210128081911
ACCESSION NUMBER: 0001716846-21-000006
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
WILSON,JAMES,ROBERT,
FILED AS OF DATE: 20210127
DATE AS OF CHANGE: 20210128
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: K-12 Capital Advisors, LLC
CENTRAL INDEX KEY: 0001716846
IRS NUMBER: 822753317
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05333
FILM NUMBER: 21562096
BUSINESS ADDRESS:
STREET 1: 3340 PEACHTREE ROAD, NE
STREET 2: SUITE 1780
CITY: ATLANTA
STATE: GA
ZIP: 30326
BUSINESS PHONE: 7705381803
MAIL ADDRESS:
STREET 1: 3340 PEACHTREE ROAD, NE
STREET 2: SUITE 1780
CITY: ATLANTA
STATE: GA
ZIP: 30326
MA-I/A
1
primary_doc.xml
MA-I/A
0001716846
XXXXXXXX
James R. Wilson
7705381803
jwilson2288@icloud.com
N
N
James
Robert
Wilson
502148
N
1
0001716846
K-12 Capital Advisors, LLC
09-13-2017
N
09-13-2017
0001716846
LOCATED
09-13-2017
3340 PEACHTREE ROAD, NE
SUITE 1780
ATLANTA
GA
30326
09-2017
K-12 Capital Advisors, LLC
Atlanta
GA
30326
Y
N
Chief Executive Officer
01-2015
07-2017
Stifel Nicolaus & Co.
Atlanta
GA
30326
Y
N
Managing Director
08-1996
12-2014
Merchant Capital, LLC
Atlanta
GA
30305
Y
N
Executive Vice President
Y
08-2003
K-12 Capital Partners, LLC
3340 Peachtree Road, NE
Suite 1780
Atlanta
GA
30326
N
N
Real estate development
Principal
25
Management and finance related duties
10-2005
Guam Education Financing Foundation I and II
3340 Peachtree Road, NE
Suite 1780
Atlanta
GA
30326
N
N
not for profit educational corporation
Secretary Treasurer
5
Finance
04-2005
Darlington School Investment Committee
1014 Cave Spring Road
Rome
GA
30161
N
Y
Not for Profit Secondary School
Chair of Ad Hoc Investment Committee
5
Oversee and monitor Investment managers who manage school's endowment.
10-2014
Okkodo Solar, LLC
3340 Peachtree Road, NE
Suite 1780
Atlanta
GA
30326
N
N
Solar power development company (dormant organization at this point)
minority member
1
Development
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-27-2021
James R. Wilson
CEO and CCO