Kevin Price
Interlake Capital Management · Carmel, California
Kevin Price is a fee-only financial advisor at Interlake Capital Management in Carmel, California. Kevin focuses on retirement planning. Interlake Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Interlake Capital Management |
|---|---|
| Based in | Carmel, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $95.0M across 86 accounts |
| SEC registration | Investment adviser representative in CA, WI · CRD 4839019 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | interlakecapital.com |
| Profile |
How Kevin's firm compares
- Interlake Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Kevin
Is Kevin Price a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Interlake Capital Management 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, Interlake Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Price based?
Kevin Price is based in Carmel, California.
What does Kevin specialize in?
Kevin's specialties include retirement planning.
Is Kevin Price registered with the SEC?
Yes. Kevin Price is registered as an investment adviser representative in CA and WI (CRD 4839019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Interlake Capital Management manage?
Interlake Capital Management reports $95.0M across 86 accounts in assets under management.
How do I contact Kevin Price?
Through Kevin's website, interlakecapital.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
- Interlake Capital Management 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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