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RIA / WealthAdvisorCertified Financial Planner29 years in industry

STEPHEN JAMES COULTER

Advisor at RESILIENT WEALTH

SAN ANTONIO, TX | MARIETTA, GA

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Search this name across graphsid dfx:ria:5735b17f-3277-06a9-8cd6-fa1b8ec1a758

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2002 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: RESILIENT WEALTH
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: Jul 24, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 24, 1997
First registration: Jul 26, 2002
Dual registered: no
Other names: JAY COULTER|STEPHEN JAMES COULTER|STEPHEN JAMES COULTER
IAPD individual key: 2907901

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
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Aug 22, 2025	n/a	yes	MARIETTA, GA\|SAN ANTONIO, TX	Current employment
RESILIENT WEALTH	State registered	Aug 9, 2019	n/a	yes	MARIETTA, GA	Current employment
HAMILTON INVESTMENT COUNSEL, LLC	Former SEC adviser	Sep 14, 2017	Jul 16, 2019	no	DACULA, GA	Previous registration
GUGGENHEIM INVESTMENTS	Asset manager	Feb 25, 2014	Sep 11, 2015	no	MARIETTA, GA\|NEW YORK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Oct 29, 2009	Jun 28, 2012	no	ATLANTA, GA	Previous registration
OLD MUTUAL CAPITAL	Former SEC adviser	Aug 11, 2008	Jul 27, 2009	no	DENVER, CO	Previous registration
HONORVISE INVESTMENTS, LLC	n/a	May 14, 2008	Jul 11, 2008	no	ATLANTA, GA	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Jul 26, 2002	Mar 19, 2008	no	ATLANTA, GA\|NEW YORK, NY\|ATLANTA, GA\|ATLANTA, GA	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
HAMILTON INVESTMENT COUNSEL, LLC	RESILIENT WEALTH	Jul 16, 2019	Aug 9, 2019	24	Firm change	RIA to state RIA
GUGGENHEIM INVESTMENTS	HAMILTON INVESTMENT COUNSEL, LLC	Sep 11, 2015	Sep 14, 2017	734	Firm change after gap	Other
MORGAN STANLEY	GUGGENHEIM INVESTMENTS	Jun 28, 2012	Feb 25, 2014	607	Firm change after gap	Other
OLD MUTUAL CAPITAL	MORGAN STANLEY	Jul 27, 2009	Oct 29, 2009	94	Firm change	Other
HONORVISE INVESTMENTS, LLC	OLD MUTUAL CAPITAL	Jul 11, 2008	Aug 11, 2008	31	Firm change	Other
NEUBERGER BERMAN BD LLC	HONORVISE INVESTMENTS, LLC	Mar 19, 2008	May 14, 2008	56	Firm change	Other

Relationships

Registered with (8)

→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ RESILIENT WEALTHRegistered adviserregistration: current employment
Aug 9, 2019 to presentfactForm ADV
→ HAMILTON INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Sep 14, 2017 to Jul 16, 2019factForm ADV
→ GUGGENHEIM INVESTMENTSRegistered adviserregistration: previous registration
Feb 25, 2014 to Sep 11, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 29, 2009 to Jun 28, 2012factForm ADV
→ OLD MUTUAL CAPITALRegistered adviserregistration: previous registration
Aug 11, 2008 to Jul 27, 2009factForm ADV
→ HONORVISE INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 14, 2008 to Jul 11, 2008factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Jul 26, 2002 to Mar 19, 2008factForm ADV

Dated events

No dated event names this entity yet.