KIDD VISION CAPITAL LLC
Firm details
- Headquarters
- LAFAYETTE, Louisiana
- CRD number
- 319401
- Website
- www.kiddvc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities40%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Milton Kidd
Managing Member And Chief Compliance OfficerCRD 7434356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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