Unclaimed Profile

James Walter Kyle

ORION CAPITAL MANAGEMENT INC·WINNETKA, Illinois

Series 2, Series 63, Series 65Clean record29 years registeredORION CAPITAL MANAGEMENT INC

750 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2203065Firm CRD# 106734

Profile Verification

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

Identity

James Walter Kyle · WINNETKA, IL

Registration

CRD #2203065 · ORION CAPITAL MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORION CAPITAL MANAGEMENT INC

SAVANT CAPITAL MANAGEMENT

May 2015 – May 2018

WILMETTE, IL

ORION CAPITAL MANAGEMENT INC

Feb 1997 – Jul 2015

WINNETKA, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · February 18, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION CAPITAL MANAGEMENT INC

CRD 106734 · SEC 801-40234

AUM

$150M

Regulatory assets under management

Employees

534 client accounts

Services offered by ORION CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ORION CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does James Walter Kyle offer?

James Walter Kyle specializes in Investment Management.

What are James Walter Kyle's credentials?

James Walter Kyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Walter Kyle located?

James Walter Kyle is based in WINNETKA, Illinois, last registered with ORION CAPITAL MANAGEMENT INC.

How does James Walter Kyle charge for services?

James Walter Kyle's firm is compensated through percentage of aum, other: percentage of net sales values of mutual funds/third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION CAPITAL MANAGEMENT INC?

ORION CAPITAL MANAGEMENT INC has approximately 6 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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