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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2022
- Office Locations
- 1
Office Locations
About Kidd Vision Capital LLC
Kidd Vision Capital LLC is a Lafayette, LA registered investment adviser serving retail and institutional clients. The firm provides investment planning, portfolio construction, and planning support such as estate planning, insurance, and business succession. Portfolios commonly use ETFs and mutual funds with exposures that include fixed income, infrastructure, and real estate. Schwab is the primary custodian, and the practice uses Nitrogen (Riskalyze) for risk alignment.
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Milton Bailey Kidd
Chief Compliance Officer, Managing Member
- CRD
- #7434356
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,033,510 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,033,510 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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