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RIA / WealthAdvisor20 years in industry

RICHARD LEE KAGY

Advisor at BLACK KNIGHT WEALTH MANAGEMENT, LLC

FRISCO, TX | Overland Park, KS

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Search this name across graphsid dfx:ria:a4a593bd-95fb-e2a8-f3ab-9dd5931f3ebf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2012 to Sep 15, 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: BLACK KNIGHT WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65
First exam: May 5, 2010
First registration: Feb 6, 2012
Dual registered: no
IAPD individual key: 6025710

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
BLACK KNIGHT WEALTH MANAGEMENT, LLC	Independent wealth	Jan 27, 2025	n/a	yes	Overland Park, KS\|FRISCO, TX	Current employment
BLACK KNIGHT WEALTH MANAGEMENT, LLC	Independent wealth	Dec 14, 2021	Dec 31, 2024	no	FRISCO, TX	Previous registration
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Jan 5, 2021	Feb 5, 2021	no	Overland Park, KS	Previous registration
OPTIVISE ADVISORY SERVICES LLC	Independent wealth	Jan 3, 2020	Dec 31, 2020	no	Overland Park, KS	Previous registration
FORESIGHT INVESTMENT ADVISORS, LLC	State registered	Aug 7, 2018	Feb 27, 2020	no	OVERLAND PARK, KS\|HOT SPRINGS, AR	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Nov 14, 2017	Sep 14, 2018	no	Overland Park, KS\|NASHVILLE, TN	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 17, 2015	Nov 2, 2017	no	OVERLAND PARK, KS\|PETALUMA, CA	Previous registration
HIGH STREET ASSET MANAGEMENT, LLC	n/a	Feb 6, 2012	Apr 16, 2015	no	OVERLAND PARK, KS\|HOT SPRINGS, AR	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
OPTIVISE ADVISORY SERVICES LLC	BLACK KNIGHT WEALTH MANAGEMENT, LLC	Feb 5, 2021	Dec 14, 2021	312	Firm change	RIA to RIA
FORESIGHT INVESTMENT ADVISORS, LLC	OPTIVISE ADVISORY SERVICES LLC	Feb 27, 2020	Jan 3, 2020	-55	Firm change after gap	Other
CENTER STREET ADVISORS, INC.	FORESIGHT INVESTMENT ADVISORS, LLC	Sep 14, 2018	Aug 7, 2018	-38	Firm change after gap	Ibd to state RIA
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	CENTER STREET ADVISORS, INC.	Nov 2, 2017	Nov 14, 2017	12	Firm change	Other
HIGH STREET ASSET MANAGEMENT, LLC	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Apr 16, 2015	Apr 17, 2015	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154981:162143:AR:2015-04-16	Apr 16, 2015	Apr 17, 2015	HOT SPRINGS, AR	Firm change

Relationships

Registered with (6)

→ BLACK KNIGHT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 14, 2021 to Dec 31, 2024factForm ADV
→ OPTIVISE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 5, 2021 to Feb 5, 2021factForm ADV
→ FORESIGHT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 7, 2018 to Feb 27, 2020factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Nov 14, 2017 to Sep 14, 2018factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 17, 2015 to Nov 2, 2017factForm ADV
→ HIGH STREET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 6, 2012 to Apr 16, 2015factForm ADV

Dated events

No dated event names this entity yet.