Kyle M. Koch
Professional summary
Kyle Michael Koch, who also goes by K Michael Koch, Michael Koch, is a registered financial advisor currently at FIDUCIARY CAPITAL, INC. located in Missouri City, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kyle has worked at 30 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE, Series 55, Series 7, Series 51, Series 4, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Michael Koch's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2024 - Present
FIDUCIARY CAPITAL, INC.
June 17, 2022 - February 9, 2023
REALIZED FINANCIAL, INC.
May 28, 2021 - December 31, 2023
STARSHIP SECURITIES LLC
April 26, 2021 - February 9, 2023
REALIZED FINANCIAL, INC.
October 31, 2019 - December 1, 2021
SUNBELT SECURITIES, INC.
October 7, 2019 - November 3, 2020
REALIZED FINANCIAL, INC.
August 12, 2019 - December 31, 2019
SHAMROCK ASSET MANAGEMENT LLC
April 5, 2018 - April 9, 2019
DAI SECURITIES, LLC
November 7, 2017 - April 17, 2018
CONCORDE INVESTMENT SERVICES, LLC
July 18, 2017 - April 9, 2019
DAI WEALTH, LLC
December 3, 2015 - December 31, 2017
PTX SECURITIES, LLC
March 5, 2015 - January 10, 2018
WINDWARD CAPITAL INC.
October 14, 2014 - October 9, 2015
CONCORDE INVESTMENT SERVICES, LLC
March 27, 2013 - December 1, 2015
SHAMROCK ASSET MANAGEMENT LLC
July 11, 2012 - November 6, 2013
KISKI SECURITIES LLC
May 11, 2011 - August 8, 2012
ASPEN RIVER SECURITIES, LLC
November 4, 2010 - May 1, 2012
RIVERROCK SECURITIES, LLC
July 8, 2010 - July 6, 2011
BIC DISTRIBUTORS, LLC
June 25, 2009 - November 11, 2009
RIA ADVISORS
May 17, 2007 - April 1, 2009
STANFORD GROUP COMPANY
June 24, 2002 - October 25, 2002
NAVILLUS SECURITIES, INC.
March 26, 2001 - March 7, 2002
TRANSCEND CAPITAL
June 28, 2000 - September 4, 2001
KERSHNER TRADING GROUP, LLC
June 28, 2000 - October 31, 2002
PROTRADER SECURITIES L.P.
March 29, 1999 - July 18, 2000
NEXTREND SECURITIES, INC.
December 16, 1998 - March 11, 1999
TRENDALYSIS SECURITIES, INC.
April 15, 1996 - January 27, 1997
RUSHMORE SECURITIES CORPORATION
July 10, 1995 - March 20, 1996
BA INVESTMENT SERVICES, INC.
October 4, 1993 - October 21, 1994
FIMCO SECURITIES GROUP, INC.
August 17, 1993 - September 30, 1994
COMERICA FINANCIAL SERVICES, INC.
June 7, 1993 - August 9, 1993
NATIONSSECURITIES
August 17, 1992 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 3, 1990 - August 18, 1992
BANC OF AMERICA SECURITIES LLC
April 2, 1990 - December 19, 1990
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 23, 1988 - April 2, 1990
NCNB TEXAS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2025)
(9/8/2025)
(12/5/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 55
Date: 3/29/2000
Limited Representative-Equity Trader ExamCurrent Firm
FIDUCIARY CAPITAL, INC.
CRD#: 126178 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 308 |
| AUM (Assets Under Management) | $ 42,737,420 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
