Kyle Overturf is a registered investment advisor at C & S Capital Management, INC., based in Little Rock, AR, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 29 clients with $34M 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 $400K | 1.00% |
| $400K+ | 0.75% |
For trusts with co-trustees, the annual fee is 1.00% on all assets. Fees may be negotiable in some instances. For clients retained before the date of this regulatory filing, fees may be different than described above.
Fee Estimator
Location
204 Executive Court, Ste. 303, Little Rock, AR, 72205
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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
Kyle is the Vice President of C & S Business Services, a bookkeeping service, since 2019. He dedicates a few hours per week to this non-investment related activity, with no time spent during securities trading hours.
Employment History
Current Registrations
C & S Capital Management, INC.
State Registrations1 state
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.