Kristopher David Johnson

Financial advisor at Kai Wealth LLC

Last updated 2026-10-10

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Kristopher David Johnson is a financial advisor at Kai Wealth LLC, CRD 4066339. Licenses and exams on the registration: Series 63. IAPD registration began 2006-01-03.

Registration

CRD number
4066339
Registration status
Active
IAPD registration
2006-01-03
Industry Experience
20 years
Work Experience
24 years
States registered
AZ, IL, TX

Licenses and exams

  • Series 63

Designations

  • CFP®

Work history

  • 2018-04 to 2026-03 · South Georgia Capital, LLC · Scottsdale, AZ
  • 2018-04 to 2026-03 · Raintree Capital Management, LLC · Scottsdale, AZ
  • 2026-03 to Present · Kai Wealth LLC · Scottsdale, AZ
  • 2002-05 to 2018-03 · Timothy Financial Counsel, Inc. · Wheaton, IL

Current employment

SEC IAPD record for Kristopher David Johnson

Kai Wealth LLC

Regulatory AUM
$407,695,877
Registered advisors
3
Offices
2
Average AUM per client
$9.1M (Moderate)
High-net-worth client ratio
91.1% (Very high)

Kai Wealth LLC: advisors, services and reported ETF investments

About

Kristopher David Johnson is a CFP® financial advisor at Kai Wealth LLC. Reported securities licenses include Series 63. The latest record indicates 20 years of industry experience and 24 years of reported work history. Reported roles include South Georgia Capital, LLC, Raintree Capital Management, LLC, Timothy Financial Counsel, Inc..

Kai Wealth LLC's firm-level Form ADV reports 3 advisors across 2 offices; approximately 15.0 clients per advisor, average assets per client of $9,059,908, and regulatory AUM of $407.7M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by Kai Wealth LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Subscription Fees (Newsletter or Periodical)
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Commodity Pool Operator or CTA

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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