Kimberly Ann Allred

Employer firm

Familywealth CRD 289193

$395M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars
• ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 10/2017
  Bridgewater Wealth & Financial Management
  Bethesda, MD
• 10/2017 → Present
  El Capitan Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2018-02-15 → 2021-05-25
  El Capitan Advisors
  Germantown, MD
  Santa Barbara, CA
• 2015-06-24 → 2017-10-25
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-24
• S63 Uniform Securities Agent State Law Examination
  2001-01-22

Other Names

• Kimberly A Beebe
• Kimberly Ann Beebe