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David Douglas Kuncho

Investment Adviser Representative at Capital Client Group, Inc.

San Antonio, TXCRD #4521172Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Douglas Kuncho is an investment adviser representative with Capital Client Group, Inc. in San Antonio, TX, where they have been registered since 2004. They have worked in the securities industry since 2002 and have been registered with 3 firms, including CUNA Brokerage Services, Inc. and Waddell & REED, Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Office

3500 Wiseman Blvd
San Antonio, TX 78251-4321

Advisors at this office: 85

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
3 states and territories

Indiana, Massachusetts, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/3/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/23/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/19/2002
Series 24
General Securities Principal Examination
Passed 1/30/2021
Series 51
Municipal Fund Securities Principal Examination
Passed 9/12/2020
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 6/1/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capital Client Group, Inc.Current
6/11/2013 – San Antonio, TX
Capital Client Group, Inc.Current
10/13/2004 – San Antonio, TX
CUNA Brokerage Services, Inc.
1/27/2003 – 8/16/2004Virginia Beach, VA
Waddell & REED, Inc.
6/4/2002 – 12/12/2002Virginia Beach, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. American Funds Distributors, Inc.
    Aug 2004 – Jan 2021San Antonio, TX
  2. American Funds
    Jan 2021 – Apr 2023San Antonio, TX
  3. American Funds
    Apr 2023 – no end date reportedSan Antonio, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Client Group, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in San Antonio, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Douglas Kuncho has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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David Douglas Kuncho (Capital Client Group) | AdvisorFinder