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Kevin A Kaylakie

SINECERA CAPITAL, LLC·AUSTIN, Texas
Clean recordSINECERA CAPITAL, LLC
115 WILD BASIN ROAD, AUSTIN, TX 78746CRD# 5154435Firm CRD# 298872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin A Kaylakie · AUSTIN, TX
Registration
CRD #5154435 · SINECERA CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin A Kaylakie is a registered financial advisor based in AUSTIN, Texas, affiliated with SINECERA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SINECERA CAPITAL, LLC
SINECERA CAPITAL, LLC
AUM
$125M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SINECERA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5154435
Firm CRD# 298872
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin A Kaylakie offer?
Kevin A Kaylakie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Kevin A Kaylakie's credentials?
Kevin A Kaylakie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin A Kaylakie located?
Kevin A Kaylakie is based in AUSTIN, Texas, working with SINECERA CAPITAL, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Kevin A Kaylakie charge for services?
Kevin A Kaylakie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SINECERA CAPITAL, LLC?
SINECERA CAPITAL, LLC has approximately 6 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Adam Justin Packer
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Connee Berckart Sullivan
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