Kenny Conwell
CapitalWize · Atlanta, Georgia
Kenny Conwell is a fee-only financial advisor at CapitalWize in Atlanta, Georgia. CapitalWize reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | CapitalWize |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $272K across 101 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6771644 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.capitalwize.co |
| Profile |
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Questions about Kenny
Is Kenny Conwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenny holds no broker registration, and CapitalWize reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenny charge for financial advice?
Kenny's firm, CapitalWize, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenny Conwell based?
Kenny Conwell is based in Atlanta, Georgia.
Is Kenny Conwell registered with the SEC?
Yes. Kenny Conwell is registered as an investment adviser representative in GA (CRD 6771644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CapitalWize manage?
CapitalWize reports $272K across 101 accounts in assets under management.
How do I contact Kenny Conwell?
Through Kenny's website, www.capitalwize.co.
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
- CapitalWize website : specialties, clients served, and fees, checked October 30, 2026
- 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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