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DH

David W. Hilton

KAYE CAPITAL MANAGEMENT
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 4887675
DH

Professional summary

David William Hilton, AIF® is a registered financial advisor currently at KAYE CAPITAL MANAGEMENT located in El Segundo, California and MODERN WEALTH MANAGEMENT, LLC located in El Segundo, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Hilton'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 1, 2016 - Present

KAYE CAPITAL MANAGEMENT

Office #1: 713 Campus Square West, El Segundo, CA 90245
CRD#: 109329
El Segundo, CA
Current

June 30, 2025 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 713 Campus Square West, El Segundo, CA 90245
RIA
CRD#: 324624
EL SEGUNDO, CA
Past

March 26, 2015 - July 14, 2017

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
LOS ANGELES, CA
Past

January 3, 2005 - March 25, 2015

PAYDEN & RYGEL DISTRIBUTORS

BD
CRD#: 29868
LOS ANGELES, CA

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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 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
California
(4/1/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/31/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
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Contact information

Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts18,823
AUM (Assets Under Management)$ 6,148,915,787

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.

Company Information

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624El Segundo, CA 90245

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