Kevin Thomas Fix

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 03/2011 → 05/2024
  Newhaven Capital Advisors
  Columbus, OH
• 05/2024 → Present
  Avior Wealth Management
  Omaha, NE

Previous Registrations

• 2019-03-27 → 2024-05-07
  Fullen Financial Group, Inc.
  Columbus, OH
• 2011-06-28 → 2019-03-29
  Newhaven Capital Advisors
  Columbus, OH

Other Businesses

?the name of the other business; oUpper Arlington Public Library ?whether the business is investment-related; oNot investment related ?the address of the other business; o2800 Tremont Rd., Upper Arlington, OH 43221 ?the nature of the other business; oPublic Library ?your position; oPresident, Board of Trustees ?title, or relationship with the other business; oBoard Trustee ?the start date of your relationship; o1/1/2018 ?the approximate number of hours/month you devote to the other business; o5 - 10 ?the number of hours you devote to the other business during securities trading hours; o1 - 2 ?and briefly describe your duties relating to the other business; oStrategic oversight and stewardship of financial resources ?the name of the other business; oSaint Mark's Episcopal Church ?whether the business is investment-related; oNot investment related ?the address of the other business; o2151 Dorset Rd., Columbus, OH 43221 ?the nature of the other business; oEpiscopal Church ?your position; oSenior Warden ?title, or relationship with the other business; oSenior Warden ?the start date of your relationship; o2/8/2026 ?the approximate number of hours/month you devote to the other business; o10 - 12 ?the number of hours you devote to the other business during securities trading hours; o1 - 2 ?and briefly describe your duties relating to the other business; oStrategic oversight and stewardship of financial resources

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-14

Designations

• Personal Financial Specialist