Kayla Alexandra Tolunay

Employer firm

Stavis Wealth Transfer Solutions CRD 328185

$148M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ESTATE PLANNING & ADVISORY SUPERVISION SERVICES

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

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

Current Employers

Employment History

• 05/2009 → 07/2023
  Stavis & Cohen Private Wealth Llc
  Houston, TX
• 08/2024 → 12/2024
  Tanglewood Total Wealth Management, Inc.
  Houston, TX
• 07/2023 → 08/2024
  Stavis Wealth Transfer Solutions
  Houston, TX
• 09/2025 → Present
  Innovation Partners Llc
  Charlotte, NC
• 01/2025 → 03/2025
  Arete
  Houston, TX
• 09/2025 → Present
  Ip Financial Advisory Service Llc
  Charlotte, ND
• 03/2025 → Present
  Hotaling Insurance Services
  New York, NY

Previous Registrations

• 2025-09-11 → 2026-02-17
  Ip Financial Advisory Services Llc
  Houston, TX
  Charlotte, NC
  Houston, TX
• 2024-10-03 → 2024-11-25
  Tanglewood Total Wealth Management, Inc.
  Houston, TX
• 2023-01-31 → 2023-07-07
  Corient
  Houston, TX
• 2021-03-04 → 2023-03-31
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 2017-03-02 → 2021-03-15
  Scf Private Wealth Holdings, Llc
  Houston, TX

Other Businesses

Independent Insurance Agent; not investment-related; started: 08/2024; zero hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-07

Designations

• Certified Financial Planner

Other Names

• Kayla Alexandra Knight
• Kayla Alexandra Tolunay
• Kayla Tolunay