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Founding Partner and Managing Member · Capital Design Private Wealth LLC

Hilton J Kelly

CRD 4303042 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Design Private Wealth LLC, an SEC-registered wealth manager based in Portsmouth, NH with $96 million in regulatory assets, lists Hilton J Kelly on its Form ADV as Founding Partner and Managing Member, a control person.

Firms and roles

AtlasMembers

Hilton’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Andre N. LaplanteFounding Partner, Managing Member, and Chief Compliance Officer, Capital Design Private Wealth LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hilton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.