Kyle John Toledo
Investment adviser representative at Forthright Capital
11 yearsExperience
1 stateRegistered in
$107.7MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Forthright CapitalApr 2026 to now
- Forthrigh Capital AdvisoryMar 2026 to now
- Forthright Capital PartnersMar 2025 to now
- Lodi Unified School DistrictAug 2022 to now
- Taco BellOct 2015 to Jul 2022
- California State UniversityAug 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 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
- 8251017
- Firm CRD
- 323596