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Kyle William Stits

COOPER CAPITAL ADVISORS, LLC·ENCINITAS, California
SIE, Series 6, Series 7TO, Series 63, Series 65Clean record6 years registeredCOOPER CAPITAL ADVISORS, LLC
280 N COAST HIGHWAY 101, ENCINITAS, CA 92024CRD# 6295677Firm CRD# 305121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle William Stits · ENCINITAS, CA
Registration
CRD #6295677 · COOPER CAPITAL ADVISORS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

COOPER CAPITAL GROUP
Jan 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · January 30, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOPER CAPITAL ADVISORS, LLC
CRD 305121 · SEC 801-117210
AUM
$203M
Regulatory assets under management
Employees
4
441 client accounts
Services offered by COOPER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COOPER CAPITAL ADVISORS, LLC →
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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 at COOPER CAPITAL ADVISORS, LLC

Jason Snow
ENCINITAS, CA
Parker Reed Johnson
ENCINITAS, CA
Clinton Wayne Cooper
ENCINITAS, CA

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