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Joseph John Kilian

Investment adviser representative at Dividend Assets Capital, LLC
11 yearsExperience
1 stateRegistered in
$540.8MFirm assets
22 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 assets

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.

  1. Dividend Assets Capital, LLCJun 2025 to now
  2. UnemployedOct 2024 to Jun 2025
  3. Benefit FocusOct 2015 to Oct 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (SC).

Dividend Assets Capital, LLC

$540.8MAssets managed
401Clients
7Advisers
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
8151301
Firm CRD
129973
Advisor's SEC record (opens in a new tab)
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