Christopher Kevin Kelly
Investment adviser representative at Capsouth Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Christopher Kevin Kelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Capsouth Wealth ManagementOct 2025 to now
- Capsouth Partners IncSep 2025 to now
- Chemung Canal Trust CompanyOct 2011 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capsouth Wealth Management
Legal name: Capsouth Partners, Inc.
$1BAssets managed
373Clients
11Advisers
22 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
- 2955789
- Firm CRD
- 132517