Kevin Barry
Cantata Wealth Management, LLC · Raleigh, North Carolina
Kevin Barry is a fee-only financial advisor at Cantata Wealth Management, LLC in Raleigh, North Carolina, who holds the CFA, CFP and CAP credentials. Cantata Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cantata Wealth Management, LLC |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.1M across 115 accounts |
| Credentials | CFA · CFP · CAP · MBA |
| SEC registration | Investment adviser representative in CA, FL, LA, NC, NJ, TX · CRD 1522905 |
| Exams passed | Series 63 (1988) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Kevin's firm compares
- Cantata Wealth Management, LLC's average account is about $879,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Kevin
Is Kevin Barry a fee-only financial advisor?
Yes. Kevin Barry is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Cantata Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Barry based?
Kevin Barry is based in Raleigh, North Carolina.
What credentials does Kevin Barry hold?
Kevin Barry holds the CFA, CFP, CAP and MBA credentials.
Is Kevin Barry registered with the SEC?
Yes. Kevin Barry is registered as an investment adviser representative in CA, FL, LA, NC, NJ and TX (CRD 1522905), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cantata Wealth Management, LLC manage?
Cantata Wealth Management, LLC reports $101.1M across 115 accounts in assets under management.
How do I contact Kevin Barry?
Contact details aren't on file yet. Search for Cantata Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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