Kevin Harwood has been an investment adviser representative at Compass Financial Management since March 2025, and is not listed among the firm’s executive officers or direct owners. Kevin Harwood studied at Florida State University.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Kevin Harwood is Investment Advisor of Compass Financial Management, LLC. He works with high-net-worth individuals who are retired or preparing for retirement, offering guidance in tax planning, cash flow analysis, estate planning and asset transition. Earlier he worked for the State of Florida's Office of Planning and Budgeting under Governor Bob Graham and with State Representative Betty Easley on the Appropriations and Tax Committee.
Kevin Harwood’s longest registration was 11 years at Darwin Wealth Management (2014–2025). Before joining Compass Financial Management in 2025, Kevin Harwood was registered through Darwin Wealth Management.
- – present · 1 yearTampa, FL · Adviser representative · Firm CRD 156345
- Darwin Wealth Management– · 11 yearsTampa, FL · Adviser representative · Firm CRD 166585
Investment adviser representative registrations
Kevin Harwood is registered as an investment adviser representative in Florida, since March 2025.
- FloridaSince 17 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin David Harwood
- CRD
- 6311729
- Firm
- Compass Financial Management · CRD 156345
- Office
- Tampa, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassfmllc.com
Where does Kevin Harwood work?
Kevin Harwood is an investment adviser representative registered through Compass Financial Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Harwood a financial advisor?
Yes. Kevin Harwood has a current investment-adviser registration in Florida, through Compass Financial Management since March 2025.
How many years of experience does Kevin Harwood have?
Kevin Harwood has 12 years in the financial industry, since March 2014, across 2 adviser firms.
What exams has Kevin Harwood passed?
Kevin Harwood passed the Series 65 in March 2014.
Where is Kevin Harwood based?
Kevin Harwood’s registered office is in Tampa, FL.
Is Kevin Harwood registered with FINRA?
No. Kevin Harwood has no current broker registration.
How can I verify Kevin Harwood’s record?
Search CRD 6311729 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Harwood’s full registration record.
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