Kenton Gearhart has been President and CIO of Atlas Wealth since May 2022, is a control person of the firm and directly owns 75% or more of it. Kenton Gearhart studied Degrees in finance and economics at Miami University.
Atlas Wealth LLC is a Cincinnati, OH firm with $873M under management, 2,903 clients and 4 advisers in one office, as of its April 2026 filing.
Kyle Gearhart is President and Chief Investment Officer of Gearhart & Associates. He established the firm in 2022. Before that he was an advisor at Raymond James from 2013 to 2022, and before that a Senior Vice President and Chairman's Council Member at Merrill Lynch for almost two decades. He started his career as a financial analyst at PNC Bank.
Kenton Gearhart’s longest registration was 14 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1999–2013). Before joining Atlas Wealth in 2022, Kenton Gearhart was registered through Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Gearhart & AssociatesCurrent– present · 4 yearsCincinnati, OH · Adviser representative · Firm CRD 321832
- Raymond James & Associates, Inc.– · 8 yearsCincinnati, OH · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 14 yearsCincinnati, OH · Adviser representative · Firm CRD 7691
Professional designations
Listed by Atlas Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
Investment adviser representative registrations
Kenton Gearhart is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2022; the most recent is Texas, in March 2023.
- OhioSince 14 July 2022
- TexasResidentSince 23 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 17 December 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 1994 |
| Series 7 | General Securities Representative Examination | 9 November 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kenton Kyle Gearhart
- CRD
- 2544526
- Firm
- Atlas Wealth · CRD 321832
- Role
- President and CIO
- Office
- 8044 MONTGOMERY ROAD, SUITE 450, Cincinnati, OH 45236
- Registration
- Investment adviser registration
- In the industry since
- November 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gearhart-assoc.com
Where does Kenton Gearhart work?
Kenton Gearhart has been President and CIO of Atlas Wealth LLC since May 2022, and is a control person of the firm.
Is Kenton Gearhart a financial advisor?
Yes. Kenton Gearhart has a current investment-adviser registration in Ohio and Texas, through Atlas Wealth since July 2022.
How many years of experience does Kenton Gearhart have?
Kenton Gearhart has 31 years in the financial industry, since November 1994, across 3 adviser firms.
What exams has Kenton Gearhart passed?
Kenton Gearhart has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in November 1994. FINRA credited Kenton Gearhart with the SIE, which began in October 2018.
Where did Kenton Gearhart work before Atlas Wealth?
Before Atlas Wealth, Kenton Gearhart was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 1999 to December 2013.
Where is Kenton Gearhart based?
Kenton Gearhart’s registered office is in Cincinnati, OH.
Is Kenton Gearhart registered with FINRA?
No. Kenton Gearhart has no current broker registration.
Is Kenton Gearhart a CFP?
Atlas Wealth lists Kenton Gearhart with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kenton Gearhart’s record?
Search CRD 2544526 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenton Gearhart’s full registration record.
- Andy ArmstrongChief Compliance Officer
Alexandra RicePartner