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DK

Drew R. Kittey

FRUTH INVESTMENT MANAGEMENT
Houston, TX 77024-4465
Some features on this profile are disabled
CRD#: 7122051
DK

Professional summary

Drew Robert Kittey, CFP® is a registered financial advisor currently at FRUTH INVESTMENT MANAGEMENT located in Houston, Texas.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Drew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Robert Kittey'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

May 18, 2019 - Present

FRUTH INVESTMENT MANAGEMENT

Office #1: 820 Gessner Suite 1640, Houston, TX 77024-4465
RIA
CRD#: 107273
Houston, TX

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".
FI
FRUTH INVESTMENT MANAGEMENT
FRUTH INVESTMENT MANAGEMENT | FRUTH RICHARD J & ASSOCIATES INC

CRD#: 107273 / SEC#: 801-40948

RIA
Registered Investment Advisory firm - (3/10/1992 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
Ohio
(5/20/2019)
IAR
Texas
(5/18/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/4/2019
Uniform Investment Adviser Law Examination

Current Firm

FI
FRUTH INVESTMENT MANAGEMENT
FRUTH INVESTMENT MANAGEMENT | FRUTH RICHARD J & ASSOCIATES INC

CRD#: 107273 / SEC#: 801-40948

RIA
Registered Investment Advisory firm - (3/10/1992 Approved)
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Contact information

Main Address
820 Gessner Suite 1640, Houston, TX 77024-4465
Mailing Address
Phone number
(713) 464-2283
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 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

FRUTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts434
AUM (Assets Under Management)$ 404,508,318

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

FRUTH INVESTMENT MANAGEMENT

CRD#: 107273Houston, TX 77024-4465

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