Christopher Kevin Kelly

Employer firm

Capsouth Wealth Management CRD 132517

$1.00B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2011 → 08/2025
  Chemung Canal Trust Company
  Elmira, NY
• 09/2025 → Present
  Capsouth Partners Inc
  Dothan, AL

Previous Registrations

• 2013-10-18 → 2015-11-16
  Lpl Financial Llc
  Elmira, NY
• 2009-10-09 → 2011-10-17
  Msi Financial Services, Inc.
  Milwaukee, WI
  Madison, WI
  St. Louis, MO
  Milwaukee, WI
• 2008-07-14 → 2009-04-08
  Walnut Street Securities, Inc.
  Madison, WI
• 2002-10-10 → 2006-12-20
  Baker Tilly Investment Advisors
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-20
• S65 Uniform Investment Adviser Law Examination
  2002-08-22

Designations

• Certified Financial Planner

Other Names

• Chris Kevin Kelly