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Kyle William Stits

COOPER CAPITAL ADVISORS, LLC·ENCINITAS, California
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280 N COAST HIGHWAY 101, ENCINITAS, CA 92024CRD# 6295677Firm CRD# 305121
01

About

Kyle William Stits is a registered financial advisor based in ENCINITAS, California, affiliated with COOPER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COOPER CAPITAL ADVISORS, LLC
COOPER CAPITAL GROUP
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COOPER CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6295677
Firm CRD# 305121
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle William Stits offer?
Kyle William Stits specializes in Financial Planning, Investment Management. Contact their office in ENCINITAS, California for a consultation.
What are Kyle William Stits's credentials?
Kyle William Stits is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle William Stits located?
Kyle William Stits is based in ENCINITAS, California, working with COOPER CAPITAL ADVISORS, LLC. Their office serves clients in the ENCINITAS metropolitan area and surrounding communities.
How does Kyle William Stits charge for services?
Kyle William Stits's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOPER CAPITAL ADVISORS, LLC?
COOPER CAPITAL ADVISORS, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ENCINITAS
Brent Anthony Granado — SWEETWATER INVESTMENT MANAGEMENT LLCJames Bunker Gamett — SWEETWATER INVESTMENT MANAGEMENT LLCSteven William Winters — GEMINI STRATEGIES LLC, INC.Jason Snow — COOPER CAPITAL ADVISORS, LLCClinton Wayne Cooper — COOPER CAPITAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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