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 Joseph Kale

Sws Partners, LLCindependent RIAColumbus, OhIA-onlyIAPD 4651271

Feed of 09/14/2026

Also filed as Kevin Joseph Kale

At current firm

0 y

since Feb 3, 2026

In the industry

23 y

since Mar 1, 2003 (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

Title: Director of Salesreportedswspartners.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

Sws Partners, LLC independent RIA current
since Feb 3, 2026 · Columbus, Oh
Ancora Private Wealth Advisors, LLC independent RIA
Oct 14, 2020 to Apr 16, 2023 · Cleveland, Oh
Wealthstone Advisors former
Oct 26, 2018 to Feb 1, 2019 · Columbus, Oh
Halite Partners, LLC former
Mar 26, 2018 to Oct 23, 2018 · Columbus, Oh
Manning & Napier Advisory Advantage Company, LLC former
Jan 27, 2006 to Dec 31, 2013 · Fairport, Ny
Manning & Napier Advisors, LLC mixed wealth
Jun 25, 2003 to Mar 15, 2018 · Dublin, Oh

Moves

a registration end followed by a registration begin elsewhere

Ancora Private Wealth Advisors, LLC to Sws Partners, LLC
left Apr 16, 2023, registered Feb 3, 2026 (1024 days) · RIA to RIA
Wealthstone Advisors to Ancora Private Wealth Advisors, LLC
left Feb 1, 2019, registered Oct 14, 2020 (621 days) · RIA to RIA
Halite Partners, LLC to Wealthstone Advisors
left Oct 23, 2018, registered Oct 26, 2018 (3 days) · Other
Manning & Napier Advisors, LLC to Manning & Napier Advisory Advantage Company, LLC
left Mar 15, 2018, registered Jan 27, 2006 (-4430 days) · Other
Manning & Napier Advisory Advantage Company, LLC to Halite Partners, LLC
left Dec 31, 2013, registered Mar 26, 2018 (1546 days) · Other

Signals

Kevin Joseph Kale left Ancora Private Wealth Advisors, Llc for Sws Partners, Llc (registered 2026-02-03)
Apr 16, 2023 · Advisor changed firm · fact

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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address