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Kevin Richard Mccarthy

KIAN CAPITAL PARTNERS, LLC·CHARLOTTE, North Carolina
Clean recordKIAN CAPITAL PARTNERS, LLC
4201 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 2978979Firm CRD# 329179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Richard Mccarthy · CHARLOTTE, NC
Registration
CRD #2978979 · KIAN CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Richard Mccarthy is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with KIAN CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KIAN CAPITAL PARTNERS, LLC
KIAN CAPITAL PARTNERS, LLC
AUM
$595M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at KIAN CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2978979
Firm CRD# 329179
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Richard Mccarthy offer?
Kevin Richard Mccarthy specializes in Retirement Planning. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Kevin Richard Mccarthy's credentials?
Kevin Richard Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Richard Mccarthy located?
Kevin Richard Mccarthy is based in CHARLOTTE, North Carolina, working with KIAN CAPITAL PARTNERS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Kevin Richard Mccarthy charge for services?
Kevin Richard Mccarthy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIAN CAPITAL PARTNERS, LLC?
KIAN CAPITAL PARTNERS, LLC has approximately 17 employees and manages $595M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KIAN CAPITAL PARTNERS, LLC

Charles Buchanan Edmondson
CHARLOTTE, NC
Richard Lee Cravey
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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