Kati Hays
Wealthbridge Capital Management · Westerville, Ohio
Kati Hays is a fee-only financial advisor at Wealthbridge Capital Management in Westerville, Ohio. Wealthbridge Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthbridge Capital Management |
|---|---|
| Based in | Westerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $709.7M across 1,890 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7604646 |
| Exams passed | Series 66 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wealthbridgecm.com |
How Kati's firm compares
- Wealthbridge Capital Management's average account is about $376,000, from its Form ADV (assets managed divided by 1,890 accounts).
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Questions about Kati
Is Kati Hays a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kati holds no broker registration, and Wealthbridge Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kati charge for financial advice?
Kati's firm, Wealthbridge Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kati Hays based?
Kati Hays is based in Westerville, Ohio.
Is Kati Hays registered with the SEC?
Yes. Kati Hays is registered as an investment adviser representative in FL (CRD 7604646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthbridge Capital Management manage?
Wealthbridge Capital Management reports $709.7M across 1,890 accounts in assets under management.
How do I contact Kati Hays?
Through Kati's website, wealthbridgecm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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