Kyle Robert Kelley
Investment adviser representative at Family Capital Management
13 yearsExperience
2 statesRegistered in
$435.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Family Capital Management, Inc.Aug 2013 to now
- Osaic Wealth, Inc.Oct 2024 to Apr 2025
- American Portfolios Financial Services Inc.Jul 2015 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Family Capital Management
Legal name: Family Capital Management, Inc.
$435.1MAssets managed
499Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6241085
- Firm CRD
- 111230