Kyle D. Powers

THE FIDUCIARY GROUP

Savannah, GA 31406-3682

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CRD#: 5616304

Professional summary

Kyle Donald Powers, AIF®, CFP®, who also goes by Kyle Donald Powers, is a registered financial advisor currently at THE FIDUCIARY GROUP located in Savannah, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kyle has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Donald Powers

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.

U.S. NAVY RESERVE - OFFICER - MILITARY MacDill Air Force Base, Tampa, FL POSITION: Captain. NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 10/23/2009 ADDRESS: 2750 Southshore Ave Drive, Tampa, FL 33621 DESCRIPTION: Officer - supervise and train approximately 70 personnel; support US Naval Forces Central Command/Commander FIFTH Fleet

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Donald Powers's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 25, 2019 - Present

THE FIDUCIARY GROUP

Office #1: 310 Commercial Drive, Savannah, GA 31406-3682

RIA

CRD#: 221530

Savannah, GA

Past

December 6, 2016 - October 10, 2019

IFS SECURITIES

CRD#: 40375

Boca Raton, FL

Past

May 4, 2016 - May 25, 2016

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Boca Raton, FL

Past

May 29, 2014 - September 20, 2019

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RIA

CRD#: 170442

Boca Raton, FL

Past

March 1, 2013 - July 6, 2015

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Boca Raton, FL

Past

March 1, 2013 - December 23, 2016

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Boca Raton, FL

Past

June 17, 2009 - March 14, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

BRUNSWICK, ME

Past

December 5, 2008 - March 14, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

BRUNSWICK, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE FIDUCIARY GROUP

THE FIDUCIARY GROUP | THE FIDUCIARY GROUP, LLC

CRD#: 221530 / SEC#: 801-96251

RIA

Registered Investment Advisory firm - (5/13/2015 Approved)

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

Georgia
(11/25/2019)

IAR

Texas
(8/4/2024)

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: 12/16/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE FIDUCIARY GROUP

THE FIDUCIARY GROUP | THE FIDUCIARY GROUP, LLC

CRD#: 221530 / SEC#: 801-96251

RIA

Registered Investment Advisory firm - (5/13/2015 Approved)

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Contact information

Main Address

310 Commercial Drive, Savannah, GA 31406-3682

Mailing Address

P.o. Box 13688, Savannah, GA 31416-0688

Phone number

(912) 303-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TFG PART 2A BROCHURE 2025 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	1,604
AUM (Assets Under Management)	$ 1,728,035,318

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/10/2025	Cover Page	Report
12/11/2023	Cover Page	Report
04/04/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Kyle D. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Donald Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFS SECURITIES

GROVE POINT INVESTMENTS, LLC

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

THE FIDUCIARY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2008

Series 63

Date: 11/19/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2013

Series 6

Date: 12/4/2008

Current Firm

THE FIDUCIARY GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE FIDUCIARY GROUP

TRUST BUT VERIFY

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