KK
Kyle R. Kelley
FAMILY CAPITAL MANAGEMENT
Grand Rapids, MI 49503
Some features on this profile are disabled
CRD#: 6241085
KK
Professional summary
Kyle Robert Kelley is a registered financial advisor currently at FAMILY CAPITAL MANAGEMENT located in Grand Rapids, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kyle has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Family Capital Management, Inc; Investment Related; At Registered Location; RIA; IAR; 7/2019; 200; 160; Advise/CCO/CFO/CIO. 2) Fixed Insurance; Investment Related; At Registered Location; Fixed/Traditional Insurance; Agent; 2/2025; 1; 1; Provide insurance advice based on the needs of client(s).
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Robert Kelley'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®
NoneExperience
Current
July 14, 2016 - Present
FAMILY CAPITAL MANAGEMENT
Office #1: 168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503RIA
CRD#: 111230
Grand Rapids, MI
Current
July 15, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 168 Louis Campau Promenade Suite 500, Grand Rapids, MI 49503BD
CRD#: 35747
ALBANY, NY
Past
October 11, 2024 - July 18, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
GRAND RAPIDS, MI
Past
April 4, 2016 - April 26, 2016
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
September 25, 2015 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
GRAND RAPIDS, MI
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".
FC
FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.
CRD#: 111230 / SEC#: 801-110407
RIA
Registered Investment Advisory firm - (5/2/2017 Approved)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/16/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/15/2025)
RR
Colorado(7/15/2025)
RR
Florida(7/15/2025)
RR
Illinois(7/15/2025)
RR
Kentucky(7/15/2025)
IAR
Michigan(7/14/2016)
RR
Michigan(7/15/2025)
RR
New York(7/15/2025)
RR
Ohio(7/15/2025)
RR
South Carolina(7/15/2025)
IAR
Texas(9/22/2022)
RR
Utah(7/15/2025)
RR
Washington(7/15/2025)
RR
Wyoming(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.
CRD#: 111230 / SEC#: 801-110407
RIA
Registered Investment Advisory firm - (5/2/2017 Approved)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/16/2017 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 774-4560
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,212 |
| AUM (Assets Under Management) | $ 328,788,229 |
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.
Company Information
FAMILY CAPITAL MANAGEMENT
CRD#: 111230Grand Rapids, MI 49503TRUST BUT VERIFY
Monitor Kyle Kelley
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
