KL
Kearsley B. Lewis
INTELLUS ADVISORS
NAPLES, FL 34108
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CRD#: 2659762
KL
Professional summary
Kearsley Barton Lewis, who also goes by Bart Lewis, K. Barton Lewis, is a registered financial advisor currently at INTELLUS ADVISORS, LLC located in Naples, Florida.
Kearsley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kearsley has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bart Lewis | K. Barton Lewis
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) Intellus Advisors, LLC: 50% ownership through Bifrost Management, LLC; 8889 Pelican Bay Blvd, Suite 102, Naples, FL 34108; Registered Investment Advisor; CEO and Managing Partner; LLC was formed 6/23/2017 became an operating business this year; Hours per Month: 160-200; Hours While Market Open: 120-130; Provide financial advice, financial planning, and investment management (2) Bifrost Mgmt, LLC; 100% ownership thru K. Barton Lewis Revocable Trust dtd 8/19/2015; 9333 Rapallo St, Naples, FL 34119; provides mgmt services corp oversight of Intellus; managing member; start date of 8/2/2024; hours/mo-5-10; market hours- open 1-5; (3) Barton Mines Corporation, Inc; Passive investment owned through K. Barton Lewis Rev Trust; 6 Warren Street, Glens Falls, NY 12801; Garnet mining and abrasives; passive investor; Start 2009; Hours per Month: 0; Hours while Market Open: 0; (4) FarmTogether Cascade, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Organic Apple Orchard; Start: 8/4/2021; Hours per Month: 0; Hours While Market Open: 0; (5) FarmTogether Blue River, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Pecan Orchard; Start: 7/16/2021; Hours per Month: 0; Hours While Market Open: 0 (6) FarmTogether Golden Citrus, LLC: passive investment owned through K. Barton Lewis Rev Trust; 2093 Philadelphia Pike, Suite 3034, Claymont, DE 19703; Citrus Orchard; Start: 06/27/2023; Hours per Month: 0; Hours While Market Open: 0 Mythic Ridge Partners, LLC, 33 Ridgefield Ln, Radford, VA 24141, Real estate purchases, renovation, development, and rentals, 50% Owner and Co-Manager, 1% of time spent, 10k annual comp
CRS (Client Relationship Summary) - RIA
Click below to view Kearsley Barton Lewis's 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®
NoneExperience
Current
October 30, 2024 - Present
INTELLUS ADVISORS, LLC
Office #1: 8625 Tamiami Trail N. Suite 301, Naples, FL 34108RIA
CRD#: 332883
NAPLES, FL
Past
February 13, 2013 - October 8, 2024
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Naples, FL
Past
February 13, 2013 - October 8, 2024
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Naples, FL
Past
January 17, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
NAPLES, FL
Past
January 13, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
NAPLES, FL
Past
January 22, 1998 - January 25, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
NAPLES, FL
Past
August 2, 1996 - January 25, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
NAPLES, FL
Past
September 21, 1995 - August 20, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
IA
INTELLUS ADVISORS, LLC
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC
CRD#: 332883 / SEC#: 801-131142
RIA
Registered Investment Advisory firm - (9/18/2024 Approved)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
Florida(10/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
IA
INTELLUS ADVISORS, LLC
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC
CRD#: 332883 / SEC#: 801-131142
RIA
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Contact information
Main Address
8625 Tamiami Trail N. Suite 301, Naples, FL 34108
Mailing Address
Phone number
(239) 649-3600
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,377 |
| AUM (Assets Under Management) | $ 1,183,640,395 |
Red Flags
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