KM
Kevin T. May
ASCENDOR WEALTH
Fuqua-varina, NC 27526
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CRD#: 6317586
KM
Professional summary
Kevin Todd May is a registered financial advisor currently at ASCENDOR WEALTH, LLC located in Fuqua-varina, North Carolina.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 1 firm and has passed the Series 65 exam.
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.
SICARIUS, LLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 07/2013 APPROXIMATELY 10 APPROXIMATELY 2 OR LESS LANDLORD GRAVES MAY, PLLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC ATTORNEY PARTNER 07/2013 APPROXIMATELY 150-160 APPROXIMATELY 80-100 LEGAL DORMIE, LLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 09/2018 APPROXIMATELY 5 Parlay Holdings NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 09/2022 APPROXIMATELY 5
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Todd May'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®
NoneExperience
Current
August 13, 2014 - Present
ASCENDOR WEALTH, LLC
Office #1: 300 Judd Place Drive, Fuqua-varina, NC 27526RIA
CRD#: 148969
Fuqua-varina, NC
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".
AW
ASCENDOR WEALTH, LLC
ASCENDOR ALLIANCE, LLC | ASCENDOR WEALTH, LLC
CRD#: 148969 / SEC#: 801-133828
RIA
Registered Investment Advisory firm - (7/3/2025 Approved)North Carolina
Registered Investment Advisory firm - (8/6/2025 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)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
North Carolina(8/13/2014)
Current Firm
AW
ASCENDOR WEALTH, LLC
ASCENDOR ALLIANCE, LLC | ASCENDOR WEALTH, LLC
CRD#: 148969 / SEC#: 801-133828
RIA
Registered Investment Advisory firm - (7/3/2025 Approved)North Carolina
Registered Investment Advisory firm - (8/6/2025 Terminated)Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 Oleander Drive, Wilmington, NC 28403
Mailing Address
Phone number
(910) 790-0122
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 370 |
| AUM (Assets Under Management) | $ 116,824,613 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/07/2024 | ||
| 09/22/2023 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ASCENDOR WEALTH, LLC
CRD#: 148969Fuqua-varina, NC 27526TRUST BUT VERIFY
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