Kevion
Latham
Kailasa Capital Management LLC
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About this Advisor
Kevion Latham is a certified financial planner working out of Pittsburgh, Pennsylvania, with 4 years of relevant experience. Latham works at Kailasa Capital Management LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Ft. Mcintosh Group LLC, Greenrose Wealth Management, LLC, Signify Wealth LLC, Greyson Tax & Accounting, LLC and Kailasa Capital Management LLC. Latham maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Kailasa Capital Management LLC is a registered investment firm based in Pittsburgh, PA. The firm has offices in two locations and just three financial advisors. It has $248 million in total assets among its 393 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 393 customer accounts, 42% are associated with high-net-worth clients who have more than $1 million in assets. The firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely vary depending on which services are provided. However, fees charged by Kailasa Capital Management LLC can consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kailasa Capital Management LLC Brokerage Details
$248,109,492
3
393
$631,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kevion Latham Work History
Kevion has been registered as a financial advisor for 4 years.*
Greyson Tax & Accounting, LLC
Kailasa Capital Management LLC
Greenrose Wealth Management, LLC
Signify Wealth LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Ft. Mcintosh Group LLC
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevion Latham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kailasa Capital Management LLC
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.