Unclaimed Profile

Kyle William Crawford

LAKEVIEW CAPITAL PARTNERS, LLC·ATLANTA, Georgia

SIE, Series 7, Series 66CFPClean record23 years registeredLAKEVIEW CAPITAL PARTNERS, LLC

1201 PEACHTREE STREET NE, ATLANTA, GA 30361CRD# 4565459Firm CRD# 165931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle William Crawford · ATLANTA, GA

Registration

CRD #4565459 · LAKEVIEW CAPITAL PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

THE FIDUCIARY ALLIANCE

Nov 2024 – present

BISON WEALTH, LLC

Jan 2014 – Oct 2024

LaGrange, GA

MORGAN STANLEY

Jun 2009 – Jan 2014

LA GRANGE, GA

CITIGROUP GLOBAL MARKETS INC.

May 2006 – Jun 2009

LA GRANGE, GA

SYNOVUS SECURITIES, INC.

Feb 2003 – Apr 2006

LAGRANGE, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 26, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle William Crawford offer?

Kyle William Crawford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Kyle William Crawford's credentials?

Kyle William Crawford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle William Crawford located?

Kyle William Crawford is based in ATLANTA, Georgia, working with LAKEVIEW CAPITAL PARTNERS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kyle William Crawford charge for services?

Kyle William Crawford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKEVIEW CAPITAL PARTNERS, LLC?

LAKEVIEW CAPITAL PARTNERS, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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