DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin Reilly Kane

Journey Advisory Group, LLCindependent RIACovington, KyIA-onlyIAPD 1097435

Feed of 09/14/2026

At current firm

2 y

since Aug 14, 2024

In the industry

28 y

since Apr 17, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: kevin.kane@journeyadvisory.groupreportedjourneyadvisory.groupfirm site, Sep 15, 2026
Professional profile: journeyadvisory.group/team/kevin-kanereportedjourneyadvisory.groupfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Journey Advisory Group, LLC independent RIA current
since Aug 14, 2024 · Covington, Ky
Channel Islands Group former
Dec 12, 2018 to Sep 13, 2021 · Covington, Ky
Channel Islands Group former
Jun 25, 2018 to Sep 17, 2018 · Covington, Ky
Journey Advisory Group, LLC independent RIA
Jun 25, 2018 to Sep 17, 2018 · Covington, Ky
Ot: Optimized Transitions, Independent Investment Counsel, LLC unclassified
Jun 30, 2016 to May 15, 2018 · Lebanon, Nj
U.S. Bancorp Investments, Inc. former
Sep 1, 2004 to Mar 8, 2006 · Cincinnati, Oh
Wells Fargo Advisors wirehouse
Oct 2, 2002 to Aug 11, 2004 · Augusta, Ga

Moves

a registration end followed by a registration begin elsewhere

Channel Islands Group to Journey Advisory Group, LLC
left Sep 13, 2021, registered Aug 14, 2024 (1066 days) · RIA to RIA · moved with a team
Channel Islands Group to Journey Advisory Group, LLC
left Sep 17, 2018, registered Jun 25, 2018 (-84 days) · RIA to RIA
Journey Advisory Group, LLC to Channel Islands Group
left Sep 17, 2018, registered Dec 12, 2018 (86 days) · RIA to RIA
Ot: Optimized Transitions, Independent Investment Counsel, LLC to Channel Islands Group
left May 15, 2018, registered Jun 25, 2018 (41 days) · Other
U.S. Bancorp Investments, Inc. to Ot: Optimized Transitions, Independent Investment Counsel, LLC
left Mar 8, 2006, registered Jun 30, 2016 (3767 days) · Other
Wells Fargo Advisors to U.S. Bancorp Investments, Inc.
left Aug 11, 2004, registered Sep 1, 2004 (21 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address