Kevin Devon Olison
Financial advisor at Lpl Financial LLC · San Ramon, CA
Last updated 2026-10-10
Claim your profileKevin Devon Olison is a financial advisor at Lpl Financial LLC in San Ramon, CA, CRD 2362526. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-09-08.
Registration
- CRD number
- 2362526
- Registration status
- Active
- IAPD registration
- 2004-09-08
- Industry Experience
- 22 years
- Work Experience
- 15 years
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-10 to 2021-03 · H. Beck, Inc. · Rockville, MD
- 2021-04 to 2025-05 · Grove Point Advisors, LLC · Rockville, MD
- 2021-04 to 2025-05 · Grove Point Investments, LLC · Rockville, MD
- 2025-05 to Present · Lpl Financial LLC · San Ramon, CA
Current employment
- Lpl Financial LLC · Fort Mill, SC
Lpl Financial LLC
- Regulatory AUM
- $819,117,829,825
- Registered advisors
- 23,458
- Offices
- 23,296
- Clients per advisor
- 84.7 (Moderate)
- Average AUM per client
- $412.2K (Low)
- High-net-worth client ratio
- 33.8% (Moderate)
Lpl Financial LLC: advisors, services and reported ETF investments
About
Kevin Devon Olison is a financial advisor at Lpl Financial LLC in San Ramon, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 15 years of reported work history. Reported roles include Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc..
SEC disclosures list additional business and community activities: 1: 03/13/2025; investment products and services are offered through lpl financial llc using the dba/trade name savvy caregiving for boomers; investment related; at reported business location(s); start date 09/24/2020; 40hrs/mth; 2hrs during trading 2; 03/13/2025; investment products and services are offered through lpl financial llc using the dba/trade name olison & company college planning strategies; investment related; at reported business location(s); start date 11/26/2019; 30hrs/mth; 2hrs during trading 3.
Lpl Financial LLC's firm-level Form ADV reports 23,458 advisors across 23,296 offices; approximately 84.7 clients per advisor, average assets per client of $412,241, and regulatory AUM of $819.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $318.3B across 1,914 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kevin Devon Olison personally.
Reported ETF positions
LPL Financial reports 1,914 ETF positions worth $318.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $11.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $7.8B |
| SPY — SPDR S&P 500 ETF TRUST | $7.4B |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $5.6B |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $4.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
LPL Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4B | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.3B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $471.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $609.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lpl Financial LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
111 Deerwood Rd, San Ramon, CA 94583
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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