David William Hilton

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 03/2015 → 06/2017
  Mutual Securities, Inc.
  Camarillo, CA
• 03/2015 → 12/2025
  Kaye Capital Management
  El Segundo, CA
• 06/2025 → Present
  Modern Wealth Management, Llc
  El Segundo, CA

Previous Registrations

• 2016-04-01 → 2025-12-31
  Kaye Capital Management
  El Segundo, CA
  El Segundo, CA
  Los Angeles, CA

Other Businesses

1. MODERN WEALTH INSURANCE SERVICES, LLC; INVESTMENT RELATED; 13550 W 95TH STREET, LENEXA, KS; INSURANCE SALES; POSITION/TITLE - PRODUCER; STATE DATE 7/1/2025; 1 HOUR PER WEEK DURING TRADING HOURS; DUTIES - INSURANCE SALES & CONSULTING; 2. KDWH PROPERTIES, LLC; NON-INVESTMENT RELATED; 713 CAMPUS SQUARE WEST, EL SEGUNDO, CA, USA, 90245; LLC FOR REAL ESTATE PURCHASE; POSITION/TITLE; MANAGING MEMBER, START DATE 10/27/21; 0 HOURS/MONTH, 0 DURING TRADING HOURS; DUTIES - OWNER OF OFFICE SPACE. 3. LOS ANGELES COUNTRY CLUB; INVESTMENT RELATED; 10101 WILSHIRE BLVD, LOSE ANGELES, CA 90024; NON-PROFIT GOLF CLUB; POSITION/TITLE - FINANCE & INVESTMENT COMMITTEE MEMBER; START DATE: 9/2020; 2 HOURS PER QUARTER; OVERSEE CLUB FINANCES & INVESTMENTS 4. ROSE NEVADA, INC.; NON-INVESTMENT RELATED; 1835 VILLAGE CENTER CIRCLE, LAS VEGAS, NV 89134; SINGLE FAMILY TRUST SERVICES; POSITION/TITLE - PRESIDENT/CEO; 10/2020; 1-2 HOURS PER MONTH DURING TRADING HOURS; TRUSTEE SERVICES. 5. MONLY, LLC; NON-INVESTMENT RELATED; 2828 COCHRAN #367, SIMI VALLEY, CA 93065; WINE & LIQUOR CLUB; POSITION/TITLE - MANAGING MEMBER/ WIFE'S BUSINESS; 12/2021; 1 HOUR PER MONTH, NOT DURING TRADING; OVERSEE FINANCES 6. BASEBALL FOR ALL; NON-INVESTMENT RELATED; 22 W GREEN ST 408, PASADENA, CA 91105; NON-PROFIT BASEBALL ASSOCIATION; POSITION/TITLE: BOARD MEMBER; 10/2020; 1-2 HOURS PER MONTH NOT DURING TRADING HOURS 7. CROHN'S & COLITIS FOUNDATION - ADVOCACY COMMITTEE; NON-INVESTMENT RELATED; NON-PROFIT HEALTH ORGANIZATION; POSITION/TITLE - ADVOCACY COMMITTEE MEMBER; START DATE: 06/01/25 ;/ 4 MEETINGS PER YEAR, 2 HOURS EACH, NOT DURING TRADING HOURS; DUTIES - ADVOCATE FOR IBD PATIENTS, CAREGIVERS, /AND PROVIDERS ON ACCESS TO MEDICALLY APPROPRIATE TREATMENTS 8. AMERICAN RETIREMENT ASSOCIATION; INVESTMENT RELATED; 4401 FAIRFAX DR #600, ARLINGTON, VA 22203; STEERING COMMITTEE FOR NATIONAL CONFERENCE; CONSULTANT; HELP WITH THE AMERICAN RETIREMENT ASSOCIATIONS NATIONAL CONFERENCE ON THEIR STEERING COMMITTEE (NAPA 401(K) SUMMIT). THE COMMITTEE'S RESPONSIBILITY IS TO HELP PLAN THE AGENDA FOR THE EVENT AND ENTERTAINMENT; START: 7/1/2026; 1-2 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-28
• S63 Uniform Securities Agent State Law Examination
  2005-04-13