DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

KEN SAL CAVALLUZZO

Advisor at CJK CAPITAL MANAGEMENT, LLC

DOYLESTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c6ff8af-8d76-d44f-39a7-2d20995d6cd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CJK CAPITAL MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 3, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 3, 2005
First registration: Sep 5, 2005
Dual registered: no
Other names: KEN S CAVALLUZZO
IAPD individual key: 4989634

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CJK CAPITAL MANAGEMENT, LLC	State registered	Jan 5, 2015	n/a	yes	DOYLESTOWN, PA	Current employment
SVA WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 12, 2012	Dec 31, 2014	no	MADISON, WI	Previous registration
WISCONSIN CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 10, 2012	Dec 31, 2014	no	MADISON, WI	Previous registration
SVA WEALTH MANAGEMENT, INC.	n/a	Oct 21, 2011	Jan 10, 2012	no	MADISON, WI	Previous registration
WISCONSIN CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 5, 2005	Jan 10, 2012	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WISCONSIN CAPITAL MANAGEMENT, LLC	SVA WEALTH MANAGEMENT, LLC	Dec 31, 2014	Jan 12, 2012	-1,084	Firm change after gap	Other
SVA WEALTH MANAGEMENT, LLC	CJK CAPITAL MANAGEMENT, LLC	Dec 31, 2014	Jan 5, 2015	5	Firm change	Other
SVA WEALTH MANAGEMENT, INC.	WISCONSIN CAPITAL MANAGEMENT, LLC	Jan 10, 2012	Jan 10, 2012	0	Firm change	Other
WISCONSIN CAPITAL MANAGEMENT, LLC	SVA WEALTH MANAGEMENT, INC.	Jan 10, 2012	Oct 21, 2011	-81	Firm change after gap	Other

Relationships

Registered with (4)

→ CJK CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 5, 2015 to presentfactForm ADV
→ WISCONSIN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 10, 2012 to Dec 31, 2014factForm ADV
→ SVA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 12, 2012 to Dec 31, 2014factForm ADV
→ SVA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 21, 2011 to Jan 10, 2012factForm ADV

Dated events

No dated event names this entity yet.