Advisor at Fiduciary Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Capital, Inc.
Location
Gainesville, GA 30501
Credentials
Series 63, Series 65, Series 66
Industry experience
28 years
Kyle Koch is a financial advisor at Fiduciary Capital, Inc. with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms, including Counterweight Private Wealth and Realized Financial, Inc. Outside of his advisory role, he is the owner of DNM Consulting, providing compliance and operational consulting services, and co-owner of Barn Brothers, a men's ministry organization. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm emphasizes fundamental analysis and an actively managed, long-term approach tailored to individual client needs.
Based on Fiduciary Capital, Inc.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001+: 0.85%
Insurance commissions from sales of insurance products through affiliated insurance agency
Account minimum: $250,000 Fee-only: Financial planning fees generally from $1,200 to $7,500 per engagement; estate planning coordination fee $750 to $2,000; social security optimization fee $497 (may be waived)
351 Jesse Jewell Pkwy Sw, Suite 301
Gainesville, GA 30501
Arizona · Florida · Georgia
Fiduciary Capital, Inc.
2024 - Present (2 years)
Counterweight Private Wealth
2023 - Present (3 years)
Realized Financial, Inc. (BD/RIA)
2021 - 2023 (2 years)
Thornhill Securities Inc.
2020 - 2020 (1 year)
Starship
2020 - 2023 (3 years)
Sunbelt Securities Inc
2019 - 2021 (2 years)
Thornhill Securities Inc.
2019 - 2020 (1 year)
Shamrock Asset Management LLC
2019 - 2019 (1 year)
Lewis Financial Group, L.C.
2018 - 2019 (1 year)
Concorde Investment Services, LLC
2017 - 2018 (1 year)
Discipline Advisors, Inc.
2017 - 2019 (2 years)
PTX Securities, LLC
2015 - 2017 (2 years)
Windward Capital, Inc.
2015 - 2017 (2 years)
DNM Consulting LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
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