David Joseph Hill
Investment adviser representative at Kathmere Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$3.5BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kathmere Capital Management, LLCApr 2025 to now
- Lnw Wealth Management, LLCAug 2022 to Apr 2025
- Yieldx Advisers, LLCMar 2022 to Aug 2022
- Yieldx Securities, LLCMar 2022 to Aug 2022
- Legacy Advisors, LLCApr 2018 to Mar 2022
- M Holdings Securities, Inc.Apr 2018 to Mar 2022
- Miller Investment Management, LPApr 2015 to Apr 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 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
- 5538814
- Firm CRD
- 305118