DFX Intelligence
Advisors
Advisors registered through CaptrustAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
946 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jennifer Kelly dual registrant | Captrust institutional | Allentown, Pa | Sep 15, 2015 | 21 y | 1 | 1 |
| Philip Bona Kelton dual registrant | Captrust institutional | Dallas, Tx | Apr 10, 2025 | 14 y | 1 | 1 |
| Sheri Lynn Kendall Certified Financial Planner | Captrust institutional | Indianapolis, In | Oct 16, 2023 | 25 y | 3 | 2 |
| T••••• G• K•••••• dual registrant | C••••••• institutional | Uniontown, Oh | May 31, 2019 | 30 y | 5 | 1 |
| J••• K••••• dual registrant | C••••••• institutional | Tarpon Springs, Fl | Apr 12, 2019 | 28 y | 4 | 2 |
| T••• D•••• K••• | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 21 y | 2 | 3 |
| B•••••• H•••• K•••••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Jun 23, 2023 | 27 y | 3 | 1 |
| S•••••• P•••• K••••••••• Certified Financial Planner | C••••••• institutional | Costa Mesa, Ca | Jul 3, 2026 | 11 y | 3 | 1 |
| W••••• B•••• K••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 38 y | 2 | 2 |
| A•••• K•••• | C••••••• institutional | Boston, Ma | Dec 10, 2024 | 13 y | 1 | 1 |
| C••••••• H•••••• K••• | C••••••• institutional | Boston, Ma | Nov 25, 2024 | 35 y | 3 | 2 |
| S••••• L• K•••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 22 y | 2 | 1 |
| R••••• D•••• K••• dual registrant | C••••••• institutional | Raleigh, Nc | May 4, 2021 | 11 y | 2 | 1 |
| J••• R••• K••••••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Jan 13, 2025 | 13 y | 1 | 1 |
| J•••• M•••••• K•••• Chartered Financial Analyst | C••••••• institutional | Overland Park, Ks | Feb 11, 2026 | 35 y | 1 | 1 |
| A••• M••• K•••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Lake Success, Ny | Jul 5, 2019 | 24 y | 0 | 3 |
| M•••••• D•••• K•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Feb 26, 2018 | 13 y | 2 | 1 |
| A••••• R••••• K•••• Certified Financial Planner · dual registrant | C••••••• institutional | Tampa, Fl | Apr 20, 2026 | 22 y | 3 | 2 |
| D•••• O••• K••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Minneapolis, Mn | Mar 9, 2017 | 43 y | 1 | 2 |
| B•••• W••••• K••••• Certified Financial Planner | C••••••• institutional | Las Vegas, Nv | Feb 24, 2026 | 18 y | 6 | 1 |
| R••• T••••• K•••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 12 y | 2 | 1 |
| G•••••• A• K•••••••• | C••••••• institutional | Las Vegas, Nv | Feb 16, 2026 | 26 y | 5 | 2 |
| D••••• L••••• K••••• Chartered Financial Consultant · dual registrant | C••••••• institutional | Walnutport, Pa | Sep 15, 2015 | 38 y | 3 | 1 |
| C••••••••• D•••• K•••••••• Chartered Financial Analyst | C••••••• institutional | Chicago, Il | Nov 9, 2021 | 16 y | 1 | 1 |
| G••••• G•••••• K••••••••• dual registrant | C••••••• institutional | Charlotte, Nc | Apr 15, 2015 | 29 y | 2 | 2 |
| C••••••••• D•••• K••••• | C••••••• institutional | Wayne, Pa | Apr 9, 2015 | 16 y | 1 | 1 |
| C••••••••• M•••••• L•••• | C••••••• institutional | Boston, Ma | Mar 6, 2024 | 10 y | 0 | 1 |
| J••• D••••• L••••••••• dual registrant | C••••••• institutional | West Des Moines, Ia | Apr 18, 2025 | 11 y | 1 | 1 |
| J•••• C••• L•••••••• | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 26 y | 2 | 1 |
| L••••• C••••• L•••••• Chartered Financial Analyst | C••••••• institutional | Boston, Ma | Nov 27, 2019 | 10 y | 1 | 2 |
| D•••••• L••••• Certified Financial Planner · dual registrant | C••••••• institutional | Raleigh, Nc | Aug 16, 2019 | 16 y | 0 | 1 |
| M••• J••••• L•••••••• | C••••••• institutional | Scottsdale, Az | Feb 19, 2026 | 41 y | 4 | 2 |
| D••• L•• L••••••• | C••••••• institutional | Scottsdale,, Az | Mar 12, 2026 | 25 y | 5 | 1 |
| S•••• W•••••• L••••• dual registrant | C••••••• institutional | Tampa, Fl | Jul 14, 2017 | 22 y | 2 | 1 |
| S•••••• C•••••• L••••••• | C••••••• institutional | Raleigh, Nc | Oct 28, 2025 | 10 y | 0 | 1 |
| J••••• J•••••• L••••••• | C••••••• institutional | Charlotte, Nc | Sep 10, 2026 | 11 y | 0 | 1 |
| K•••• E••• L••••• Certified Financial Planner | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 11 y | 2 | 1 |
| S•• L• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Mar 17, 2022 | 12 y | 0 | 1 |
| R••• B•••• L•••• | C••••••• institutional | Raleigh, Nc | Feb 25, 2019 | 11 y | 0 | 2 |
| C•••••••• K••• L••••••• | C••••••• institutional | San Antonio, Tx | Oct 7, 2019 | 20 y | 2 | 1 |
| P••••••• L•••••••• | C••••••• institutional | Sacramento, Ca | Oct 20, 2023 | 20 y | 2 | 1 |
| A•• L•••• dual registrant | C••••••• institutional | New York, Ny | Oct 19, 2023 | 12 y | 1 | 1 |
| C•••••••• L••••• Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Oct 7, 2019 | 24 y | 1 | 1 |
| K••• D•••• L•• Certified Financial Planner · dual registrant | C••••••• institutional | Tampa, Fl | Apr 19, 2026 | 19 y | 9 | 2 |
| R•••••• S•••• L•• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 26 y | 1 | 2 |
| R••• W•••••• L•• Certified Financial Planner | C••••••• institutional | Dayton, Oh | Sep 21, 2016 | 18 y | 4 | 1 |
| M•••••••• G•••• L••••••• | C••••••• institutional | Minnetonka, Mn | Aug 8, 2025 | 11 y | 0 | 1 |
| M•••••• L•••• L•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 18 y | 0 | 1 |
| K•••••• H•••••• L••••• | C••••••• institutional | Ral••••, Nc | Sep 8, 2026 | 22 y | 1 | 1 |
| S•••• C••••••• L•••• dual registrant | C••••••• institutional | Alexandria, Va | May 5, 2025 | 13 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.