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
- Capital Design Private Wealth LLCFounding Partner and Managing MemberWealth manager · Portsmouth, NH · $96M in regulatory assets
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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Hilton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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.