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KD

Kyle W. Dodson

THE ADVISORY GROUP OF SAN FRANCISCO
Miamisburg, OH
Some features on this profile are disabled
CRD#: 6648879
KD

Professional summary

Kyle Whitney Dodson, who also goes by Kyle W Dodson, is a registered financial advisor currently at THE ADVISORY GROUP OF SAN FRANCISCO, LLC located in Miamisburg, Ohio.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 2 firms and has passed the SIE exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle W Dodson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Whitney Dodson'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®
None

Experience

Current

August 5, 2024 - Present

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

RIA
CRD#: 108110
Miamisburg, OH
Past

March 22, 2023 - April 26, 2024

TRUEPOINT, INC.

RIA
CRD#: 105664
Cincinnati, OH

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".
TA
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA
Registered Investment Advisory firm - (9/27/1999 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
California
(8/5/2024)
IAR
Ohio
(8/5/2024)

Exams

General Industry/Product Exam
RR
SIE
Date: 5/1/2024
Securities Industry Essentials Examination

Current Firm

TA
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
ADVISORY GROUP OF SAN FRANCISCO LLC | THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110 / SEC#: 801-56848

RIA
Registered Investment Advisory firm - (9/27/1999 Approved)
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Contact information

Main Address
44 Montgomery St. Suite 300, San Francisco, CA 94104
Mailing Address
Phone number
(415) 977-1200
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AGSF - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 825,288,953

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

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

CRD#: 108110Miamisburg, OH

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