Adrian Lyles is a registered investment advisor at Lyles Wealth Management LLC, based in Calhoun, GA, with 15 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
105 Laurel Creek Rd., Suite 11B, Calhoun, GA, 30701
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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 Activities
Adrian is the founder of The P.U.L.L. Movement Inc., a non-profit organization focused on reducing social inequality and increasing cultural inclusion. He dedicates about a quarter of his time to this activity, working with elected officials and community leaders.
Employment History
Current Registrations
Lyles Wealth Management LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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