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 William Vogel
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kevin William Vogel
At current firm
1 y
since Feb 14, 2025
In the industry
11 y
since Feb 13, 2015 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Scs Capital Management LLC independent RIA currentsince Feb 14, 2025 · Atlanta, Ga
- Edge Capital Group, LLC formerFeb 3, 2025 to Feb 18, 2025 · Atlanta, Ga
- Ameriprise Financial Services, LLC national BDMay 24, 2021 to Apr 4, 2022 · Atlanta, Ga
- Personal Capital Advisors Corporation formerSep 18, 2020 to Apr 29, 2021 · Atlanta, Ga
- Truist Advisory Services, Inc. BD affiliatedAug 20, 2018 to Aug 3, 2020 · Atlanta, Ga
- Morgan Stanley wirehouseMar 23, 2016 to Aug 6, 2018 · Atlanta, Ga
- J.P. Morgan Securities LLC wirehouseFeb 20, 2015 to Jan 15, 2016 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Edge Capital Group, LLC to Scs Capital Management LLCleft Feb 18, 2025, registered Feb 14, 2025 (-4 days) · RIA to RIA · moved with a team
- Ameriprise Financial Services, LLC to Edge Capital Group, LLCleft Apr 4, 2022, registered Feb 3, 2025 (1036 days) · Affiliated broker-dealer or bank to independent RIA
- Personal Capital Advisors Corporation to Ameriprise Financial Services, LLCleft Apr 29, 2021, registered May 24, 2021 (25 days) · RIA to affiliated broker-dealer or bank
- Truist Advisory Services, Inc. to Personal Capital Advisors Corporationleft Aug 3, 2020, registered Sep 18, 2020 (46 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Truist Advisory Services, Inc.left Aug 6, 2018, registered Aug 20, 2018 (14 days) · Wirehouse to affiliated broker-dealer or bank
- J.P. Morgan Securities LLC to Morgan Stanleyleft Jan 15, 2016, registered Mar 23, 2016 (68 days) · Wirehouse to wirehouse
Signals
- Kevin William Vogel left Edge Capital Group, Llc for Scs Capital Management Llc (registered 2025-02-14)Feb 18, 2025 · Advisor changed firm · fact
- Kevin William Vogel left Ameriprise Financial Services, Llc for Edge Capital Group, Llc (registered 2025-02-03)Apr 4, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address