DH
David W. Hilton
KAYE CAPITAL MANAGEMENT
El Segundo, CA 90245
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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.
1. COGENT INSURANCE SOLUTIONS; INVESTMENT RELATED; 713 CAMPUS SQUARE WEST, EL SEGUNDO, CA, USA, 90245; FIXED INSURANCE SALES COMPANY; POSITION/TITLE - OWNER; STATE DATE 1/1/16; 1 HOUR PER WEEK DURING TRADING HOURS; DUTIES - INSURANCE SALES & CONSULTING; 2. KDWH PROPERTIES, LLC; NON-INVESTMENT RELATED; 713 CAMPUS SQUARE WEST, EL SEGUNDO, CA, USA, 90245; LLC FOR REAL ESTATE PURCHASE; POSITION/TITLE; MANAGING MEMBER, START DATE 10/27/21; 0 HOURS/MONTH, 0 DURING TRADING HOURS; DUTIES - OWNER. 3. LOS ANGELES COUNTRY CLUB; INVESTMENT RELATED; 10101 WILSHIRE BLVD, LOSE ANGELES, CA 90024; NON-PROFIT GOLF CLUB; POSITION/TITLE - FINANCE & INVESTMENT COMMITTEE MEMBER; START DATE: 9/2020; 1-2 HOURS/MONTH DURING; OVERSEE CLUB FINANCES & INVESTMENTS 4. ROSE NEVADA, INC.; NON-INVESTMENT RELATED; 1835 VILLAGE CENTER CIRCLE, LAS VEGAS, NV 89134; SINGLE FAMILY TRUST SERVICES; POSITION/TITLE - PRESIDENT/CEO; 10/2020; 1-2 HOURS PER MONTH DURING TRADING HOURS; TRUSTEE SERVICES. 5. MONLY, LLC; NON-INVESTMENT RELATED; 2828 COCHRAN #367, SIMI VALLEY, CA 93065; WINE & LIQUOR CLUB; POSITION/TITLE - MANAGING MEMBER/ WIFE'S BUSINESS; 12/2021; 1 HOUR PER MONTH, NOT DURING TRADING; OVERSEE FINANCES 6. BASEBALL FOR ALL; NON-INVESTMENT RELATED; 22 W GREEN ST 408, PASADENA, CA 91105; NON-PROFIT BASEBALL ASSOCIATION; POSITION/TITLE: BOARD MEMBER; 10/2020; 1-2 HOURS PER MONTH NOT DURING TRADING HOURS; ADVISORY 7. CROHN'S & COLITIS FOUNDATION - ADVOCACY COMMITTEE; NON-INVESTMENT RELATED; NON-PROFIT HEALTH ORGANIZATION; POSITION/TITLE - ADVOCACY COMMITTEE MEMBER; START DATE: 06/01/25 ;/ 4 MEETINGS PER YEAR, 2 HOURS EACH, NOT DURING TRADING HOURS; DUTIES - ADVOCATE FOR IBD PATIENTS, CAREGIVERS, /AND PROVIDERS ON ACCESS TO MEDICALLY APPROPRIATE TREATMENTS
CRS (Client Relationship Summary) - RIA
Click below to view David William Hilton'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®
Experience
Current
April 1, 2016 - Present
KAYE CAPITAL MANAGEMENT
Office #1: 713 Campus Square West, El Segundo, CA 90245RIA
CRD#: 109329
El Segundo, CA
Current
June 30, 2025 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 713 Campus Square West, El Segundo, CA 90245RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
Red Flags
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