Kevin Siebert
Atmos Advisory · Pittsburgh, Pennsylvania
Kevin Siebert is a fee-only financial advisor at Atmos Advisory in Pittsburgh, Pennsylvania, who holds the CFP credential. Atmos Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Atmos Advisory |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $180.9M across 295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, WV · CRD 4946233 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
How Kevin's firm compares
- Atmos Advisory's average account is about $613,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Kevin
Is Kevin Siebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Atmos Advisory 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, Atmos Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Siebert based?
Kevin Siebert is based in Pittsburgh, Pennsylvania.
What credentials does Kevin Siebert hold?
Kevin Siebert holds the CFP credential.
Is Kevin Siebert registered with the SEC?
Yes. Kevin Siebert is registered as an investment adviser representative in PA and WV (CRD 4946233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atmos Advisory manage?
Atmos Advisory reports $180.9M across 295 accounts in assets under management.
How do I contact Kevin Siebert?
Contact details aren't on file yet. Search for Atmos Advisory.
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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