Kyle J. Kim

KYO ASSET MANAGEMENT

STERLING, VA

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CRD#: 2446395

Professional summary

Kyle Joon Kim, who also goes by Kyle Kim, Kyo Kim, is a registered financial advisor currently at KYO ASSET MANAGEMENT, LLC located in Sterling, Virginia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kyle has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Kim | Kyo Kim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Mr. Kim is dually registered with Kyo Asset Management, LLC Mr. Kim has served as an investment advisor representative for Kyo Asset Management, LLC since 01/2025 Business is conducted from Dulles, VA 20166. Mr. Kim spends approximately 10% of his time per month. 2) Licensed insurance agent; Investment-related; Sterling, VA 20166; Insurance sales; Implementation of insurance recommendations; Start date: 05/2005; Approx. 10% of time during the month. 3) Kyo Capital Management; Not investment-related; Sterling, VA 20166; Owner and investment officer; Residential and commercial real estate development; Project valuations; Start date: 05/2024; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joon Kim's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2025 - Present

KYO ASSET MANAGEMENT, LLC

RIA

CRD#: 331281

STERLING, VA

Past

June 22, 2024 - January 15, 2025

TLG ADVISORS, INC.

RIA

CRD#: 111052

Dulles, VA

Past

May 28, 2024 - May 28, 2024

TLG ADVISORS, INC.

RIA

CRD#: 111052

Dulles, VA

Past

May 28, 2024 - May 16, 2025

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

February 27, 2021 - June 20, 2024

THE PRIVATE CLIENT ADVISORY GROUP, LLC

RIA

CRD#: 311221

Annandale, VA

Past

February 14, 2018 - June 18, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

DULLES, VA

Past

February 14, 2018 - June 4, 2024

LPL FINANCIAL LLC

CRD#: 6413

DULLES, VA

Past

May 13, 2009 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

CENTREVILLE, VA

Past

August 15, 2005 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

CENTREVILLE, VA

Past

January 30, 2003 - August 15, 2005

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

May 4, 1998 - February 5, 2003

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

June 13, 1996 - March 25, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/10/2025)

IAR

Virginia
(1/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/12/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/26/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/12/1996

General Securities Representative Examination

Current Firm

KYO ASSET MANAGEMENT, LLC

CRD#: 331281 / SEC#:

Maryland

Registered Investment Advisory firm - (4/10/2025 Approved)

Virginia

Registered Investment Advisory firm - (1/21/2025 Approved)

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Contact information

Main Address

Sterling, VA

Mailing Address

7535 Little River Turnpike Suite 204-4, Annandale, VA 22003

Phone number

(443) 865-2878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Kyle J. Kim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joon Kim's CRS (Customer Relationship Summary).

Certified licenses

Experience

TLG ADVISORS, INC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

THE PRIVATE CLIENT ADVISORY GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

GROVE POINT INVESTMENTS, LLC

CITICORP INVESTMENT SERVICES

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2009

Series 63

Date: 6/20/1996

SIE

Date: 10/1/2018

Series 31

Date: 6/26/1996

Series 7

Date: 6/12/1996

Current Firm

KYO ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KYO ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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