Clinton T. Kilgore

ETHOS PRIVATE WEALTH

Chattanooga, TN

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CRD#: 6092792

Professional summary

Clinton Travis Kilgore, who also goes by Clinton Travis Kilgore, Clinton Kilgore, is a registered financial advisor currently at ETHOS PRIVATE WEALTH located in Chattanooga, Tennessee.

Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Clinton has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clinton Travis Kilgore | Clinton Kilgore

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.

Name of Business: Ethos Wealth Management, LLC Investment Related: Yes Address: 1825 Ponce de Leon Blvd #567, Coral Gables, FL 33134 Nature of Business: Wealth Management/Financial Advisory Positions: Employee (Financial Advisor) Title: Managing Partner Start Date of Relationship: September 2021 Approximate Number of Hours/Month: 20 hours/month Approximate Number of Hours during Trading Hours: 15 hours/month Describe duties: Provide financial planning and portfolio management for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton Travis Kilgore'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®

None

Experience

Current

November 12, 2021 - Present

ETHOS PRIVATE WEALTH

RIA

CRD#: 166465

Chattanooga, TN

Past

January 7, 2022 - July 11, 2025

MARCH CAPITAL CORP.

CRD#: 24142

CHICAGO, IL

Past

July 27, 2017 - September 3, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHATTANOOGA, TN

Past

July 11, 2017 - September 3, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHATTANOOGA, TN

Past

August 20, 2015 - May 22, 2017

MARCH CAPITAL CORP.

CRD#: 24142

CHICAGO, IL

Past

September 18, 2013 - July 24, 2015

XNERGY FINANCIAL LLC

CRD#: 144436

LOS ANGELES, CA

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

Alabama
(11/3/2022)

IAR

Florida
(11/12/2021)

IAR

Georgia
(12/22/2022)

IAR

Tennessee
(5/26/2022)

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: 7/25/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2013

General Securities Representative Examination

Current Firm

ETHOS PRIVATE WEALTH

CRD#: 166465 / SEC#: 801-77626

RIA

Registered Investment Advisory firm - (3/28/2018 Terminated)

Alabama

Registered Investment Advisory firm - (11/3/2022 Approved)

Florida

Registered Investment Advisory firm - (3/16/2018 Approved)

Georgia

Registered Investment Advisory firm - (10/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/3/2018 Approved)

Tennessee

Registered Investment Advisory firm - (5/26/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Coral Gables, FL

Mailing Address

Phone number

(305) 602-1000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 47,490,929

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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Firm Stability Insights

Clinton T. Kilgore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton Travis Kilgore's CRS (Customer Relationship Summary).

Certified licenses

Experience

ETHOS PRIVATE WEALTH

MARCH CAPITAL CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MARCH CAPITAL CORP.

XNERGY FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2017

Series 63

Date: 10/16/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/18/2013

Current Firm

ETHOS PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ETHOS PRIVATE WEALTH

TRUST BUT VERIFY

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