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
Ken Sal Cavalluzzo
Feed of 09/14/2026
Also filed as Ken S Cavalluzzo
At current firm
11 y
since Jan 5, 2015
In the industry
21 y
since Sep 3, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cjk Capital Management, LLC state registered currentsince Jan 5, 2015 · Doylestown, Pa
- Sva Wealth Management, LLC formerJan 12, 2012 to Dec 31, 2014 · Madison, Wi
- Wisconsin Capital Management, LLC independent RIAJan 10, 2012 to Dec 31, 2014 · Madison, Wi
- Sva Wealth Management, Inc. unclassifiedOct 21, 2011 to Jan 10, 2012 · Madison, Wi
- Wisconsin Capital Management, LLC independent RIASep 5, 2005 to Jan 10, 2012 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Wisconsin Capital Management, LLC to Sva Wealth Management, LLCleft Dec 31, 2014, registered Jan 12, 2012 (-1084 days) · Other
- Sva Wealth Management, LLC to Cjk Capital Management, LLCleft Dec 31, 2014, registered Jan 5, 2015 (5 days) · Other
- Sva Wealth Management, Inc. to Wisconsin Capital Management, LLCleft Jan 10, 2012, registered Jan 10, 2012 (0 days) · Other
- Wisconsin Capital Management, LLC to Sva Wealth Management, Inc.left Jan 10, 2012, registered Oct 21, 2011 (-81 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address