Kevin Silverman has been an investment adviser representative at Carmel Capital Partners since September 2023, and is not listed among the firm’s executive officers or direct owners. Kevin Silverman holds a Master of Science in Finance from the University of Wisconsin-Madison and a Bachelor of Business Administration in Finance from the University of Wisconsin-Madison.
Carmel Capital Partners, LLC is a San Diego, CA firm with $434M under management, 263 clients and 5 advisers across 5 offices, as of its March 2026 filing.
Kevin Silverman is Portfolio Manager of Carmel Capital Partners. He has 35 years of institutional investing experience. His career began with a specialization in industrial, tech and retail equities at Harris Associates and Stifel Nicolaus, and before joining Carmel Capital he directed institutional equities and private wealth at an affiliate of private equity firm Sterling Partners.
Kevin Silverman’s longest registration was 7 years at Forestview Wealth Management, LLC (2007–2015). Before joining Carmel Capital Partners in 2023, Kevin Silverman was registered through Sterling Partners Equity Advisors LLC and Falcon Capital Management, LLC.
- Carmel Capital Partners, LLCCurrent– present · 3 yearsHighland Park, IL · Adviser representative · Firm CRD 123907
- Sterling Partners Equity Advisors LLC– · 4 yearsChicago, IL · Adviser representative · Firm CRD 287497
- Falcon Capital Management, LLC– · 2 yearsChicago, IL · Adviser representative · Firm CRD 175071
- Forestview Wealth Management, LLC– · 7 yearsChicago, IL · Adviser representative · Firm CRD 144725
- Clarity Holdings, LLC– · 4 yearsChicago, IL · Adviser representative · Firm CRD 144725
- Two Rivers Capital Management, LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 130450
Professional designations
Listed by Carmel Capital Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Kevin Silverman is registered as an investment adviser representative in Illinois, since September 2023.
- IllinoisSince 6 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 23 February 2000 |
- Name
- General Securities Representative Examination
- Full name
- Kevin Eugene Silverman
- CRD
- 1132363
- Firm
- Carmel Capital Partners · CRD 123907
- Office
- Highland Park, IL
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carmelcapitalpartners.com
Where does Kevin Silverman work?
Kevin Silverman is an investment adviser representative registered through Carmel Capital Partners, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Silverman a financial advisor?
Yes. Kevin Silverman has a current investment-adviser registration in Illinois, through Carmel Capital Partners since September 2023.
How many years of experience does Kevin Silverman have?
Kevin Silverman has 19 years in the financial industry, since October 2006, across 5 adviser firms.
What exams has Kevin Silverman passed?
Kevin Silverman passed the Series 7 in February 2000.
Where did Kevin Silverman work before Carmel Capital Partners?
Before Carmel Capital Partners, Kevin Silverman was registered through Sterling Partners Equity Advisors LLC, June 2019 to June 2023; Falcon Capital Management, LLC, April 2015 to May 2017; Forestview Wealth Management, LLC, August 2007 to February 2015; Clarity Holdings, LLC, August 2007 to June 2012; Two Rivers Capital Management, LLC, May 2004 to November 2007.
Where is Kevin Silverman based?
Kevin Silverman’s registered office is in Highland Park, IL.
Is Kevin Silverman registered with FINRA?
No. Kevin Silverman has no current broker registration.
Is Kevin Silverman a CFA charterholder?
Carmel Capital Partners lists Kevin Silverman with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Kevin Silverman, CFA® biography, carmelcapitalpartners.com
How can I verify Kevin Silverman’s record?
Search CRD 1132363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Silverman’s full registration record.
