K
$92.5M Total AUM
$88.3M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-26-2008
- Office Locations
- 1
Office Locations
3400 North High Street Suite 210 Columbus OH
About Kyleshill Financial Planning
Kyleshill Financial Planning is a Columbus-based RIA. The firm has been operating for 17 years. Managing $92.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
57 AVG AGE
$92.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN ARCHIBALD DAVIDSON
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4765276
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,301,551 | -- |
| Non-Discretionary | $4,148,567 | -- |
| Total | $92,450,118 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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