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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2017
- Office Locations
- 1
Office Locations
About Kyso Financial
KYSO Financial LLC is a boutique RIA in Superior, CO that builds and manages investment portfolios aligned to client goals, with a structured process spanning introductory and discovery meetings, portfolio setup, and annual reviews. Portfolios are primarily ETF-based (with mutual funds when appropriate) and the firm can incorporate insurance and business-succession planning; custody includes Interactive Brokers.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Kyle Matthew Sothers
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6833412
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,275,380 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,275,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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