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Advisor

Kevin Holmes

Black Card Circle · Las Vegas, Nevada

Kevin Holmes is a fee-only financial advisor at Black Card Circle in Las Vegas, Nevada. Black Card Circle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmBlack Card Circle
Based in Las Vegas, Nevada
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$98.3M across 470 accounts
SEC registration Investment adviser representative in CA, TX · CRD 6159506
Exams passedSeries 66 (2013)
Firm size7 employees
Disclosures None reported
Websitewww.blackcardcircleria.com

How Kevin's firm compares

  • Black Card Circle's average account is about $209,000, from its Form ADV (assets managed divided by 470 accounts).

What fee-only advisors charge in Nevada

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Questions about Kevin

Is Kevin Holmes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Black Card Circle reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kevin charge for financial advice?

Kevin's firm, Black Card Circle, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Kevin Holmes based?

Kevin Holmes is based in Las Vegas, Nevada.

Is Kevin Holmes registered with the SEC?

Yes. Kevin Holmes is registered as an investment adviser representative in CA and TX (CRD 6159506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Black Card Circle manage?

Black Card Circle reports $98.3M across 470 accounts in assets under management.

How do I contact Kevin Holmes?

Through Kevin's website, www.blackcardcircleria.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Las Vegas

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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