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Kyle Robert Kelley

FAMILY CAPITAL MANAGEMENT, INC.·GRAND RAPIDS, Michigan
Unclaimed Profile
168 LOUIS CAMPAU PROMENADE NW,, GRAND RAPIDS, MI 49503CRD# 6241085Firm CRD# 111230
01

About

Kyle Robert Kelley is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with FAMILY CAPITAL MANAGEMENT, INC.. 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
FAMILY CAPITAL MANAGEMENT, INC.
FAMILY CAPITAL MANAGEMENT
AUM
$296M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF NET WORTH
Regulatory
SEC/IARD CRD# 6241085
Firm CRD# 111230
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kyle Robert Kelley offer?
Kyle Robert Kelley specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Kyle Robert Kelley's credentials?
Kyle Robert Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Robert Kelley located?
Kyle Robert Kelley is based in GRAND RAPIDS, Michigan, working with FAMILY CAPITAL MANAGEMENT, INC.. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Kyle Robert Kelley charge for services?
Kyle Robert Kelley's firm is compensated through percentage of aum, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY CAPITAL MANAGEMENT, INC.?
FAMILY CAPITAL MANAGEMENT, INC. has approximately 9 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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