# ICAPITAL WEALTH LLC

ICAPITAL WEALTH LLC of CLAYTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 311102
- Type: SEC-registered investment adviser
- SEC file number: 801-119696
- Location: 1026 OAK STREET, SUITE 201, CLAYTON, CA, 94517
- Phone: (925) 276-0427
- Latest filing: 2023-03-17
- Regulatory AUM: $296.9M
- Discretionary AUM: $186.7M
- Non-discretionary AUM: $110.2M
- Clients: 3
- Accounts: 162

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KERN KEVIN GERARD | MANAGING DIRECTOR/ PRINCIPAL; MANAGING MEMBER / PRINCIPAL | — |
| BRADY JARRETT ALEXANDER | MANAGING DIRECTOR / PRINCIPAL; MANAGING MEMBER / PRINCIPAL | — |
| Pejoro Maria Cristina | CHIEF COMPLIANCE OFFICER | — |
| RODRIGUEZ YARENIS ROSA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311102/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311102/similar
- Related entities: https://search.stillhousedata.com/firm/311102/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311102

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.