David J. Hill

KATHMERE CAPITAL MANAGEMENT

Wayne, PA 19087

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CRD#: 5538814

Professional summary

David Joseph Hill JR., who also goes by David J Hill, David Joseph Hill, is a registered financial advisor currently at KATHMERE CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 10 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David J Hill | David Joseph Hill

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) LEGACY ADVISORS, LLC; 401 PLYMOUTH ROAD, SUITE 150, PLYMOUTH MEETING, PA 19462; 4/2/2018; CLIENT ADVISOR; PROVIDE INVESTMENT & FINANCIAL PLANNING ADVICE/SERVICES TO CLIENTS; INVESTMENT RELATED; 100 HRS/MONTH, 100 HRS/MONTH DURING BUSINESS HOURS; WAGES, SALARY, TIPS. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 4/2018; 40 hrs per week during trading hours; Securities Sales. 3) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Joseph Hill JR.'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

April 30, 2025 - Present

KATHMERE CAPITAL MANAGEMENT, LLC

Office #1: 435 Devon Park Drive Suite 715, Wayne, PA 19087

RIA

CRD#: 305118

Wayne, PA

Past

August 9, 2022 - April 25, 2025

LNW

RIA

CRD#: 113400

Exton, PA

Past

March 8, 2022 - May 27, 2022

YIELDX SECURITIES

CRD#: 304918

Manhasset, NY

Past

May 11, 2018 - March 3, 2022

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PLYMOUTH MEETING, PA

Past

April 12, 2018 - December 20, 2023

LEGACY ADVISORS, LLC

RIA

CRD#: 139830

PLYMOUTH MEETING, PA

Past

October 7, 2016 - April 2, 2018

MILLER INVESTMENT MANAGEMENT, LP

RIA

CRD#: 108380

WEST CONSHOHOCKEN, PA

Past

May 2, 2012 - April 9, 2015

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

May 17, 2011 - April 24, 2012

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

May 17, 2011 - April 24, 2012

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

February 25, 2011 - May 13, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PHILADELPHIA, PA

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".

KATHMERE CAPITAL MANAGEMENT, LLC

CRD#: 305118 / SEC#: 801-117215

RIA

Registered Investment Advisory firm - (8/22/2019 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

Pennsylvania
(4/30/2025)

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: 10/7/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/9/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2018

General Securities Representative Examination

Current Firm

KATHMERE CAPITAL MANAGEMENT, LLC

CRD#: 305118 / SEC#: 801-117215

RIA

Registered Investment Advisory firm - (8/22/2019 Approved)

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Contact information

Main Address

435 Devon Park Drive Suite 715, Wayne, PA 19087

Mailing Address

Phone number

(610) 989-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KATHMERE CAPITAL MANAGEMENT ADV PART 2A 2022 (10/31/2025)

Regulatory assets under management

Total Number of Accounts	2,402
AUM (Assets Under Management)	$ 2,468,761,634

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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Advisor Monitoring

Firm Stability Insights

David J. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Joseph Hill JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LNW

YIELDX SECURITIES

M HOLDINGS SECURITIES, INC.

LEGACY ADVISORS, LLC

MILLER INVESTMENT MANAGEMENT, LP

JEFFERIES LLC

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

KATHMERE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2016

Series 66

Date: 5/9/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2018

Current Firm

KATHMERE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KATHMERE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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