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