Unclaimed Profile

Kenton Kyle Gearhart

ATLAS WEALTH LLC·CINCINNATI, Ohio

SIE, Series 7, Series 31, Series 63, Series 65CFP27 years registeredATLAS WEALTH LLC

9301 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 2544526Firm CRD# 321832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenton Kyle Gearhart · CINCINNATI, OH

Registration

CRD #2544526 · ATLAS WEALTH LLC · 27 years registered

Brand Profile

Not yet started

Career History

GEARHART & ASSOCIATES

Jul 2022 – present

RAYMOND JAMES & ASSOCIATES, INC.

Dec 2013 – Jul 2022

CINCINNATI, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 1999 – Dec 2013

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 9, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2016Regulatory·Final

2013Employment Separation After Allegations

2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ATLAS WEALTH LLC

CRD 321832 · SEC 801-125856

AUM

$638M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by ATLAS WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATLAS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Kenton Kyle Gearhart offer?

Kenton Kyle Gearhart specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kenton Kyle Gearhart's credentials?

Kenton Kyle Gearhart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kenton Kyle Gearhart located?

Kenton Kyle Gearhart is based in CINCINNATI, Ohio, working with ATLAS WEALTH LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kenton Kyle Gearhart charge for services?

Kenton Kyle Gearhart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS WEALTH LLC?

ATLAS WEALTH LLC has approximately 7 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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