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Kevin Lippincott

12 Years of Experience
Dallas, TX

Kevin Lippincott is a registered investment advisor at Cordatus Advisors, LLC, based in Dallas, TX, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 10 clients with $70M in assets under management.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$69.8M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Crescent Court, Suite 700, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a partner at Cordatus Capital, consulting businesses. He spends a few hours per week on this consulting business.

Employment History
Current Registrations
Cordatus Advisors, LLC
January 2014 - Present · 12 yrs 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.