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 Mcdermott

Kathmere Capital Management, LLCindependent RIAWayne, PaIA-onlyIAPD 4349561

Certified Financial Planner

Feed of 09/14/2026

Also filed as Kevin Paul Mcdermott

At current firm

6 y

since Oct 1, 2019

In the industry

25 y

since Mar 29, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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

Title: Cofounder · Senior Wealth Advisorreportedkathmere.comfirm site, Sep 15, 2026
Designations: CFPreportedkathmere.comas printed on the bio page, Sep 16, 2026
Founder: “Cofounder · Senior Wealth Advisor”reportedkathmere.comthe sentence on the bio page
Professional profile: kathmere.com/team/kevin-mcdermottreportedkathmere.comfirm 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

Kathmere Capital Management, LLC independent RIA current
since Oct 1, 2019 · Wayne, Pa
Private Advisor Group, LLC BD affiliated
Jun 20, 2012 to Oct 1, 2019 · King Of Prussia, Pa
LPL Financial LLC BD affiliated
May 2, 2007 to Oct 9, 2019 · Fort Mill, Sc
Osaic Fs, Inc. former
Aug 21, 2006 to May 8, 2007 · Bryn Mawr, Pa
Esi Financial Advisors independent RIA
Jun 26, 2003 to Dec 10, 2004 · Media, Pa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Private Advisor Group, LLC
left Oct 9, 2019, registered Jun 20, 2012 (-2667 days) · Other · moved with a team
Private Advisor Group, LLC to Kathmere Capital Management, LLC
left Oct 1, 2019, registered Oct 1, 2019 (0 days) · RIA to a newly registered adviser · moved with a team
Osaic Fs, Inc. to LPL Financial LLC
left May 8, 2007, registered May 2, 2007 (-6 days) · Other
Esi Financial Advisors to Osaic Fs, Inc.
left Dec 10, 2004, registered Aug 21, 2006 (619 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address