KL
KL

Kirby Lawson

4 Years of Experience
Los Angeles, CA
Broker

Kirby Lawson is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 4 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

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.

Loading...

Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

Get directions

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.

Learn about disclosures →
Other Business Activities

Kirby is an employee of Volo Sports, an adult sports league, since August 2023. Kirby dedicates a few hours per week to judging bar games for an hourly wage.

Employment History
Current Registrations
Capital Client Group, INC.Broker
February 2026 - Present · 3 mos
Capital Client Group, INC.
February 2026 - Present · 3 mos
Capital Client Group, INC.
January 2026 - Present · 4 mos
Previous Registrations
Ima WealthBroker
January 2023 - December 2023 · 11 mos
Ima Advisory Services, INC.
July 2022 - December 2025 · 3 yrs 5 mos
Morningstar Investment Management LLC
October 2021 - July 2022 · 9 mos
State Registrations8 states
AKCACOIDMTORWAWY
AdvisorBrokerBoth

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.
Kirby Lawson - Financial Advisor | TrueAdvisor