Advisor at Kidd Vision Capital LLC
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Firm
Kidd Vision Capital LLC
Location
Lafayette, LA 70503
Credentials
Series 65
Industry experience
4 years
Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.
Based on Kidd Vision Capital LLC
Based on Kidd Vision Capital LLC
Financial consulting fixed fees between $1,500 and $2,500 (negotiable)
$0 - $100,000: 1.35% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.05% $5,000,001+: 0.95%
$200 per hour (negotiable)
822 Harding Street, Suite 307
Lafayette, LA 70503
Florida · Louisiana · Texas
Kidd Vision Capital LLC
2022 - Present (4 years)
Avant Capital, LLC
2021 - 2021 (1 year)
Ellendale Energy LLC
2019 - 2024 (5 years)
Danos LLC
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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