KIDD VISION CAPITAL LLC

RIASEC Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$365K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
LAFAYETTE, Louisiana
CRD number
319401
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56.02%
  • Corporations / Businesses23.72%
  • Individuals20.25%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Kidd Vision Capital LLC is a small, privately held investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides portfolio management for individuals and small businesses. It also produces periodicals or newsletters as part of its advisory activities. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 40%, Cash & Cash Equivalents 5%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Milton Kidd

    Managing Member And Chief Compliance OfficerCRD 7434356

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAFAYETTE, LA

LAFAYETTE

Location

LAFAYETTE, LA

Headquartered in LAFAYETTE, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.

Metro area
Lafayette-Opelousas-Morgan City, LA
Region
South
County
LAFAYETTE
Address
822 Harding St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth