KM
CFA
KM
CFA
Kyle Mendenhall is a CFA-designated registered investment advisor at Situsamc Risk Advisors, LLC, based in Denver, CO, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Consulting and hedging advisory services — $5,000 to $50,000 per month in fixed fees, depending on the size and complexity of the client's needs.
- One-time portfolio and risk analysis — Project-based fixed fee structure for isolated evaluations and recommendations.
One-Time Plan:$5,000 - $50,000
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Location
1099 18th Street, Suite 2800, Denver, CO, 80202
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Situsamc Risk Advisors, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Cavanal Hill Investment Management, INC.
July 2017 - June 2018 · 11 mos
State Registrations1 state
CO
Advisor
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.
Exams
No exam information available for this advisor.
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