Kevin Ross
Investment adviser representative at Cardea Capital Advisors, LLC
11 yearsExperience
4 statesRegistered in
$124.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- 3ico Securities LLCAug 2026 to now
- Cardea Capital Advisors, LLCMar 2024 to now
- Rfif Enterprises LLCSep 2023 to now
- Innovation PartnersSep 2024 to Aug 2026
- Cape Securities, Inc.Dec 2023 to Apr 2024
- Cape Investment Advisory, Inc.Oct 2023 to Apr 2024
- Bridgeway Wealth PartnersAug 2020 to Oct 2023
- Saxony SecuritiesAug 2020 to May 2021
- Equitable Advisors, LLCNov 2015 to Aug 2020
- AXA Advisors, LLCNov 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 4 states (CA, GA, NJ, TX).
Cardea Capital Advisors, LLC
$124.2MAssets managed
257Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290136
- Firm CRD
- 307600