Kevin A. Lenox

AVIDIAN WEALTH SOLUTIONS

Houston, TX 77024

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CRD#: 2006357

Professional summary

Kevin Alan Lenox, CFP®, who also goes by Kevin Lenox, is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Houston, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kevin has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Lenox

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Alan Lenox'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 12, 2020 - Present

AVIDIAN WEALTH SOLUTIONS

Office #1: 800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

RIA

CRD#: 127186

Houston, TX

Past

November 12, 2015 - July 1, 2020

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

April 17, 2009 - April 5, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

April 17, 2009 - April 5, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

October 1, 2008 - April 7, 2009

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

HOUSTON, TX

Past

October 1, 2008 - April 7, 2009

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, TX

Past

November 29, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

HOUSTON, TX

Past

November 29, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

HOUSTON, TX

Past

October 1, 2001 - December 6, 2007

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

October 1, 2001 - December 6, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

July 17, 1998 - June 13, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 29, 1993 - July 20, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 16, 1993 - April 14, 1993

NORTHGATE SECURITIES INC.

CRD#: 21188

SPRING, TX

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".

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 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

Texas
(6/12/2020)

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

State Security Law Exam

IAR

Series 65

Date: 1/7/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/12/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/27/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/24/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

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Contact information

Main Address

800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

Mailing Address

Phone number

(281) 822-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	6,742
AUM (Assets Under Management)	$ 3,994,927,750

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
01/02/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/31/2024	Cover Page	Report
01/29/2024	Cover Page	Report

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 A. Lenox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Alan Lenox's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MORGAN STANLEY DW INC.

A. G. EDWARDS & SONS, INC.

NORTHGATE SECURITIES INC.

Primary Firm SEC Registration

AVIDIAN WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2002

Series 63

Date: 5/12/1993

Series 7

Date: 3/12/1993

Series 10

Date: 7/27/2000

Series 9

Date: 7/24/2000

Current Firm

AVIDIAN WEALTH SOLUTIONS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVIDIAN WEALTH SOLUTIONS

TRUST BUT VERIFY

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