Kidd Vision Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,033,510
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$872,049
About
Kidd Vision Capital LLC advises individuals, high-net-worth clients, and corporations or business entities, offering ongoing portfolio management, financial consulting (fixed-fee and hourly engagements), and subscription content such as email updates, adviser blog posts, and newsletters. The firm also provides access to the Schwab Intelligent Portfolios Program and delivers services on a discretionary basis when authorized by clients.
The firm documents client goals and constraints in an Investment Policy Statement and uses cyclical, fundamental, and technical analysis to construct and monitor portfolios, employing long- and short-term trading as appropriate and using options and margin in certain strategies. For clients enrolled in the Schwab program, Kidd Vision Capital leverages the Institutional Intelligent Portfolios platform for automated portfolio selection, automatic rebalancing, and tax‑loss harvesting where applicable.
Distinctive features include the firm’s free subscription services (email content and newsletters) and an explicit business-client practice that extends beyond the typical individual-focused client base, along with a combination of automated Schwab-managed strategies and active trading techniques that can include options and margin. The firm requires clients to custody assets at Schwab Institutional and supplements asset-based management with project-based financial consulting, reflecting a mix of services that is less common among similar independent advisers.
Client services
Portfolio management
Newsletters or periodicals
Financial consulting
Expertise
Options & derivatives strategies
Tax-loss harvesting
Active portfolio management
Fee options
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)
Main office location
Kidd Vision Capital LLC
822 Harding Street, Suite 307
Lafayette LA 70503, United States
Number of offices
1
Most active in
Kidd Vision Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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