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Kyle Overturf

Advisor at C & S Capital Management, Inc.

Updated today

Location

Bismarck, AR 71929

Credentials

Series 65

Industry experience

5 years

About

Kyle Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with five years of industry experience. He previously worked at Southern Glazers Wine & Spirits for eight years before joining C & S Capital Management in 2019. Outside of his advisory role, he serves as Vice President of C & S Business Services, a bookkeeping firm. C & S Capital Management provides personalized portfolio management services primarily to individual clients, including high-net-worth households. The firm manages approximately $34.5 million in assets for about 28 clients, using discretionary portfolio management with regular account reviews.

Client services

Based on C & S Capital Management, Inc.

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Fixed fees for financial plans, typically $2,500 to $5,000 depending on complexity.

Percentage

$0 - $1,000,000: 1.25% $1,000,000+: 1.00%

Project-based

$250 per hour for financial planning and consulting services.

Other

Account minimum: $1,000,000 Fee-only: Advisory fees based on assets under management, tiered as 1.25% for assets under $1,000,000 and 1.00% for assets $1,000,000 and above.

Location

6156 Highway 7

Bismarck, AR 71929

Most active in

Arkansas

Work history

C & S Capital Management, Inc.

2019 - Present (7 years)

C&S Business Services

2019 - 2020 (1 year)

Southern Glazers Wine & Spirits

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Concentrated stock management Annuities
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Wealth management Founder/Business Owner Retired
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