Kevin E. Silverman

CARMEL CAPITAL PARTNERS

Highland Park, IL

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CRD#: 1132363

Professional summary

Kevin Eugene Silverman is a registered financial advisor currently at CARMEL CAPITAL PARTNERS, LLC located in Highland Park, Illinois.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kevin has worked at 7 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Name of other business: Madison Partners, L.C.; Is business Investment related: Yes; Address of other business: Highland Park, IL; Nature of other business: General Business, Research, Publishing, Content Creation, IP; Your position: Owner; Start date of relationship: 1998; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; 2. Name of other business: University of Wisconsin-Milwaukee; Is business Investment related: No; Address of other business: 2200 E Kenwood Blvd, Milwaukee, WI, 53211; Nature of other business: Public University; Your position: Teacher; Start date of relationship: August 2023; Approx. # of hours /month devote to other business: 40-60; Number of hours devoted to other business during securities trading hours: 6 hrs per month; Duties: Teaching investing and portfolio management to graduate and undergraduate students.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Eugene Silverman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 6, 2023 - Present

CARMEL CAPITAL PARTNERS, LLC

RIA

CRD#: 123907

Highland Park, IL

Past

June 5, 2019 - June 13, 2023

STERLING PARTNERS EQUITY ADVISORS LLC

RIA

CRD#: 287497

CHICAGO, IL

Past

April 15, 2015 - May 2, 2017

FALCON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 175071

Chicago, IL

Past

August 9, 2007 - June 19, 2012

FORESTVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 144725

CHICAGO, IL

Past

August 9, 2007 - February 19, 2015

FORESTVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 144725

CHICAGO, IL

Past

May 13, 2004 - November 1, 2007

TWO RIVERS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 130450

CHICAGO, IL

Past

January 29, 2003 - March 30, 2004

STERLING CAPITAL DISTRIBUTORS, LLC

CRD#: 103934

PORTLAND, ME

Past

February 24, 2000 - March 16, 2001

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARMEL CAPITAL PARTNERS, LLC

CRD#: 123907 / SEC#: 801-64695

RIA

Registered Investment Advisory firm - (9/23/2005 Approved)

California

Registered Investment Advisory firm - (10/11/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 2/23/2000

General Securities Representative Examination

Current Firm

CARMEL CAPITAL PARTNERS, LLC

CRD#: 123907 / SEC#: 801-64695

RIA

Registered Investment Advisory firm - (9/23/2005 Approved)

California

Registered Investment Advisory firm - (10/11/2005 Terminated)

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Contact information

Main Address

12760 High Bluff Drive Suite 210, San Diego, CA 92130

Mailing Address

Phone number

(858) 457-7544

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CARMEL CAPITAL PARTNERS, LLC FORM ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	718
AUM (Assets Under Management)	$ 380,311,309

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin E. Silverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Eugene Silverman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARMEL CAPITAL PARTNERS, LLC

STERLING PARTNERS EQUITY ADVISORS LLC

FALCON CAPITAL MANAGEMENT, LLC

FORESTVIEW WEALTH MANAGEMENT, LLC

FORESTVIEW WEALTH MANAGEMENT, LLC

TWO RIVERS CAPITAL MANAGEMENT, LLC

STERLING CAPITAL DISTRIBUTORS, LLC

ABN AMRO INCORPORATED

Primary Firm SEC Registration

CARMEL CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/23/2000

Current Firm

CARMEL CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CARMEL CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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