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Current Employers
Realta Investment Advisors, Inc

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-12-14
  • OH RA
    APPROVED
    Since 2021-12-14

Branch Locations

1201 N. Orange Street Suite 729, Wilmington, DE 19801 • United States

The Charlon Abbott 37903 Euclid Avenue, Willoughby, OH 44094 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 04/2010 12/2021
Realta Equities, Inc. Wilmington DE 12/2021 Present
Realta Investment Advisors, Inc. Wilmington DE 12/2021 Present
  • 04/2010 → 12/2021
    Triad Advisors
    Norcross, GA
  • 12/2021 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 12/2021 → Present
    Wilmington, DE
Previous Registrations
Other Businesses

(1) THE WAY VIRTUAL OFFICES; WILLOUGHBY, OH; LEASING AND RENTING OFFICE SPACE AND EQUIPMENT; THECHARLTONABBOTT.COM; PRESIDENT, OVERSITE OF PROPERTY MANAGEMENT AND DIRECTION; FLAT FEE OF RENTS COLLECTED; OWN THE BUILDING AND THE PROPERTY MANAGEMENT COMPANY; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS (2) MY HOME RENOVATOR, INC.; HICKORY, NC; HOME RENOVATION MARKETING; MYHOMERENOVATOR.COM; BOARD MEMBER, LLC MEMBER, ADVISORY ROLE; COMPENSATION IN THE FORM OF % OF DISTRIBUTIONS; 15% OWNSHIP OF INC. AND OCCASIONAL LOANS TO ENTITY; 2-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (3) HICKORY CROSSINGS, LLC; HICKORY, NC; PROPERTY HOLDING COMPANY; MEMBER, 20% OWNERSHIP; COMPENSATION IN THE FORM OF RENT; PURCHASED 20% OWNERSHIP ON CONVERSION OF ORIGINAL LOAN; NO HOURS DURING TRADING HOURS (4) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) THE WAY REAL ESTATE SERVICES, LLC; KIRKLAND, OH; REAL ESTATE HOLDING COMPANY; FOUNDER/OWNER OF PROPERTY; COMPENSATION IN THE FORM OF RENT; OWN THE INVESTMENT AND COMMERCIAL PROPERTIES WITHIN THE LLC; 2 HOURS PER WEEK DURING NON TRADING HOURS (6) KIRTLAND CITY HALL; WILLOUGHBY, OH; ADVSIORY; MUNICIPALITY ZONING MEMBER; OVERSIGHT AND FUNCTIONAL PROCESS GUIDE; NO COMPENSATION; 0 HOURS DURING TRADING HOURS (7) JL THOMAS, INC.; CLEVELAND, OH; INSURANCE BGA; WWW.JLTHOMASCO.COM; AGENT SELLING BGA FOR INSURANCE PRODUCTS; COMPENSATION IN THE FORM OF COMMISSIONS; 2-3 HOURS PER WEEK DURING NORMAL TRADING HOURS (8) HIS CHILDREN; WILLOUGHBY, OH; 501C NON-PROFIT; AIDES AND FACILITATES THE NEEDS OF TRANSITION ORPHANS; WWW.SUSHIJOS.ORG; BOARD SECRETARY, ADVISORY BOARD AND FUNDRAISING; NO COMPENSATION; 3-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (9) THE WAY INVESTMENT ADVISORS, LLC; INDEPENDENCE, OH; INVESTMENT RELATED; DBA MARKETING NAME FOR BUSINESS CONDUCTED THROUGH BD; WWW.PLANTHEWAY.COM; MANAGING PARTNER, BOOKKEEPING, BOARD DIRECTION AND CHAIR; NO COMPENSATION; MAINTAIN 60% OWNERSHIP OF LLC; 0 HOURS DURING TRADING HOURS (10) SAVANT TECHNOLOGIES; KIRTLAND, OH; TECHNOLOGY CONSULTING; OUTSOURCE IT NEEDS; MEMBER AND PRESIDENT; COMPENSATION IN THE FORM OF COMMISSIONS; 1/3 OWNER; 2-3 HOURS PER WEEK DURING NON TRADING HOURS (11) FACTS CONSULTING, LLC; KIRTLAND, OH; BUSINESS TO BUSINESS STRATEGIC CONSULTING; CONSULTING ON BUSINESS STRATEGY AND DEVELOPMENT; PRESIDENT; COMPENSATION IS NEGOTIATED FEE FOR SERVICES; OWNER OF ENTITY; 2-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (12) THE WAY COASTAL DEVELOPMENT SOLUTION, LLC; SANTA ROSA BEACH, FL; HOLDING COMPANY FOR COMMERCIAL TRANSACTION/REAL ESTATE WHOLESALING; MANAGER PARTNER; FEE BASED; 5-10 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS (13) THETAXGHOST.COM; WILLOUGHBY, OH; MARKETING LEADS GENERATION; THETAXGHOST.COM; ADVISE ON SETUP, INDUSTRY STANDARDS AND NEEDS, AND MEMBER; 0+ HOURS PER WEEK DURING NON-TRADING HOURS (14) SOUTHERN SKY AVIATION; START 11/2023; BIRMINGHAM, AL; CHARTER AIR OPERATIONS; SOUTHERNSKYAVIATION.COM; SYNDICATE OF CHARTER OPERATION - OUTSIDE CONSULTANT; FEES; 5-10 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS (15) FILLY'S AND STUDS, LLC; WILLOUGHBY, OH; NOT INVESTMENT RELATED; 3/2024; LOUNGE IN EVENT CENTER; MANAGING PARTNER; EVENT RENTAL INCOME; 2-3 HOURS PER WEEK DURING NON-TRADING HOURS. (16) THE WAY ALTERNATIVE INVESTMENT SOLUTIONS GROUP, LLC; DBA; 10/2024; 37903 EUCLID AVE WILLOUGHBY, OH 44094; MANGING PARTNER/PRESIDENT; COMMISSION PAYABLE THROUGH REALTA WEALTH; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (17) MADISON CAPITAL GROUP; 8/2025; INVESTMENT RELATED; SALE OF MCG PRIVATE BOND LLC; COMMISSIONS; 10 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS. (18) EMERALD LIGHT GROUP, LLC; 4/15/2026: NOT INVESTMENT RELATED: 214 NANCY AVE PANAMA CITY BEACH, FL 32413; OTHER COMPENSATION; DEVELOPMENT SURF PARK; PARTNER; 10 HOURS PER WEEK NON TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-20
  • S66 Uniform Combined State Law Examination
    2000-07-20
Other Names
  • Kenneth R Iii Boyd

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