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Kyla Mcmoran

Concorde Asset Management, LLC
5 Years of Experience
Norman, OK
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kyla Mcmoran is a registered investment advisor at Concorde Asset Management, LLC, based in Norman, OK, with 5 years of industry experience. Kyla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,705 clients with $600M in assets under management.

Concorde Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
3,705 clients
Average Client Portfolio
$162K average
Assets Under Management
$598.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Total fees typically range from 1% to 2% annually for standard management and up to 2.25% for discretionary UMA programs including platform and manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

527 E Main St., Ste. A, Norman, OK, 73071

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2018
Final
Financial
December 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kyla is involved in several business activities, including Bravest Wealth Management (DBA for securities, investments and retirement planning), Concorde Asset Management, LLC, Legacy Rotary, Norman Music Alliance, Core Property Management LLC, CREW OKC, and Twin Acres Home Owners Association. She is also an insurance agent and currently testing to become securities licensed.

Employment History
Current Registrations
Concorde Asset Management, LLC
October 2021 - Present · 5 yrs
Concorde Investment Services, LLCBroker
January 2021 - Present · 5 yrs 9 mos
State Registrations12 states
AZCACOFLGAKSMAMOMTOKTXWI
AdvisorBrokerBoth

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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