KYLESHILL FINANCIAL PLANNING
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 143604
- Website
- www.kyleshill.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.45%
- Individuals8.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kyleshill Financial Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as a capital allocator, is not marked as an active ESG investor, and is not reported as a multi-state adviser.
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
- Exchange Traded Equities70%
- US Government Bonds15%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1JOHN DAVIDSON
OwnerCRD 4765276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 3400 N High St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
THE SHERRINGTON GROUP
RIACOLUMBUS, OH
STEELE INVESTMENT COUNSEL, LTD.
RIACOLUMBUS, OH
ALEXANDER FINANCIAL PLANNING, INC.
RIACOLUMBUS, OH
FINISH WELL RIA LLC
RIACOLUMBUS, OH
JR MESENBURG AND ASSOCIATES, LLC
RIACOLUMBUS, OH
DEMERS FINANCIAL PLANNING
RIACOLUMBUS, OH