Kyle Jones
Kyle Jones is a registered investment advisor at Fyra Capital Management, based in St Charles, MO, with 18 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 858 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FYRA Capital Management charges a percentage of your portfolio's value annually for investment management services. This fee covers advisory and consulting services, trade entry, investment supervision, and account maintenance. The specific fee is set forth in your Investment Advisory Agreement. The maximum annual advisory fee is 2.00%. Fees are billed monthly based on the average daily balance of your account. Legacy positions can be excluded from the fee calculation when applicable.
Location
1520 S. 5th Street, Suite 300, St Charles, MO, 63303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is a managing member/financial advisor at FYRA LLC, providing financial planning services, and also serves as CCO and investment advisor representative at Pineridge Advisors, LLC. He also sells life insurance and LTC through FYRA LLC DBA FYRA DBA CAPITAL MANAGEMENT, and is a managing member at Equitas Accounting, LLC.
Employment History
Current Registrations
Fyra Capital Management
Ae Financial Services, LLCBroker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Focus Financial
Royal Alliance Associates, INC.Broker
Militello Wealth Management, L.L.C.
NFP Securities, INC.
NFP Securities, INC.Broker
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.