Philip J. Kehoe

FINANCIAL GRAVITY FAMILY OFFICE SERVICES

Kalamazoo, MI 49009

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CRD#: 5759737

Professional summary

Philip J Kehoe is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Kalamazoo, Michigan and KINGSWOOD CAPITAL PARTNERS, LLC located in Kalamazoo, Michigan.

Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Philip has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, 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) Kehoe Financial Services, no, 6011 Stadium Dr, Kalamazoo, MI, 49009, DBA, Owner, 6/13/2020, 10hrs/mo, 0hrs/mo during trading, DBA (2) FINANCIAL GRAVITY,Is Investment Related,"6011 STADIUM DR, , KALAMAZOO, MI, 49009, United States",RIA,INVESTMENT ADVISOR,6/13/2020,80 hours per month,70 hours per month during trading hours,Commission Compensation,"ADVISOR WITH RIA - INVESTMENT ADVISORY, MONITORING & REVIEW WITH CLIENTS."

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip J Kehoe'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

September 20, 2021 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Office #1: 6011 Stadium Drive, Kalamazoo, MI 49009

RIA

CRD#: 316024

Kalamazoo, MI

Current

July 31, 2025 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 6011 Stadium Dr, Kalamazoo, MI 49009

CRD#: 288898

Kalamazoo, MI

Past

December 14, 2021 - October 30, 2024

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Kalamazoo, MI

Past

June 1, 2020 - October 5, 2021

FORTA FINANCIAL GROUP, INC.

RIA

CRD#: 28784

Kalamazoo, MI

Past

June 1, 2020 - December 9, 2021

FORTA FINANCIAL GROUP, INC.

CRD#: 28784

Kalamazoo, MI

Past

October 9, 2014 - June 9, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Kalamazoo, MI

Past

August 27, 2012 - June 9, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Kalamazoo, MI

Past

April 14, 2010 - April 12, 2012

PRUCO SECURITIES, LLC.

CRD#: 5685

PORTAGE, MI

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".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/31/2025)

California
(10/14/2025)

Colorado
(10/14/2025)

IAR

Florida
(5/21/2023)

Florida
(7/31/2025)

Illinois
(10/14/2025)

Indiana
(10/14/2025)

Kansas
(10/14/2025)

IAR

Michigan
(9/20/2021)

Michigan
(7/31/2025)

New Jersey
(10/14/2025)

New York
(10/14/2025)

Ohio
(10/15/2025)

Oklahoma
(10/14/2025)

Oregon
(7/31/2025)

Pennsylvania
(10/14/2025)

South Carolina
(7/31/2025)

South Dakota
(7/31/2025)

Tennessee
(7/31/2025)

IAR

Texas
(9/21/2021)

Texas
(10/14/2025)

Virginia
(10/14/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/13/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts	1,745
AUM (Assets Under Management)	$ 467,196,918

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

Philip J. Kehoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip J Kehoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

KINGSWOOD CAPITAL PARTNERS, LLC

FORTA FINANCIAL GROUP, INC.

FORTA FINANCIAL GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2014

Series 63

Date: 5/7/2010

Series 7TO

Date: 7/6/2023

SIE

Date: 10/1/2018

Series 6

Date: 4/13/2010

FINRA

Nasdaq Stock Market

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

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