Chad Aaron Williams

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2014 → 09/2025
  Stephen A. Kohn & Associates, Ltd.
  Lakewood, CO
• 05/2014 → 10/2025
  Aveo Capital Partners, Llc
  Greenwood Village, CO
• 05/2014 → 09/2025
  Dmk Advisor Group, Inc.
  Englewood, CO
• 08/2025 → Present
  Moneta Group Investment Advisors
  St. Louis, MO

Previous Registrations

• 2014-05-14 → 2025-10-01
  Aveo Capital Partners, Llc
  Englewood, CO
• 2002-03-25 → 2015-06-25
  Capital Investment Management
  Denver, CO
• 2002-03-25 → 2014-12-31
  Capital Investment Management
  Denver, CO
• 2012-07-02 → 2014-05-27
  First Allied Advisory Services, Inc.
  Denver, CO
• 2010-05-10 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Denver, CO
  Boulder, CO

Other Businesses

Rockhaven LLC: Created to collect all revenue created as an investment advisor, financial planner and insurance agent when giving advice under AVEO Capital Partners & DMK Advisor Group.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-27
• S65 Uniform Investment Adviser Law Examination
  1999-05-27

Designations

• Certified Financial Planner