KEVIN CLARIDAY INVESTMENT ADVISOR

KEVIN CLARIDAY INVESTMENT ADVISOR is an SEC-registered investment adviser (CRD 139722). Regulatory assets under management: $21.8M.

Registration

• CRD: 139722
• SEC file number: 801-66344
• Type: Registered investment adviser
• Phone: 972-358-0673
• Latest filing: 2026-02-17
• Regulatory AUM: $21.8M
• Non-discretionary AUM: $21.8M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 139722 on SEC IAPD (source of record)
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