Kyle B. Dwyer

SOUTHSTATE ADVISORY

Savannah, GA 31401

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CRD#: 7154060

Professional summary

Kyle Brooks Dwyer, CFP® is a registered financial advisor currently at SOUTHSTATE ADVISORY, INC. located in Savannah, Georgia and PRIVATE CAPITAL MANAGEMENT, LLC located in Savannah, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kyle has worked at 2 firms .

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 Kyle Brooks Dwyer'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: 2015

Experience

Current

July 16, 2019 - Present

SOUTHSTATE ADVISORY, INC.

Office #1: 25 Bull Street, Savannah, GA 31401

RIA

CRD#: 153113

Savannah, GA

Current

June 24, 2025 - Present

PRIVATE CAPITAL MANAGEMENT, LLC

Office #1: 25 Bull Street, Suite 502, Savannah, GA 31401

RIA

CRD#: 165306

Savannah, GA

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".

SOUTHSTATE ADVISORY, INC.

CRD#: 153113 / SEC#: 801-71264

RIA

Registered Investment Advisory firm - (4/7/2010 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

Colorado
(6/24/2025)

IAR

Florida
(8/31/2021)

IAR

Georgia
(2/24/2020)

IAR

Texas
(7/16/2019)

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

Current Firm

SOUTHSTATE ADVISORY, INC.

CRD#: 153113 / SEC#: 801-71264

RIA

Registered Investment Advisory firm - (4/7/2010 Approved)

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Contact information

Main Address

520 Gervais St, Columbia, SC 29201

Mailing Address

Phone number

(803) 231-3492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUTH STATE ADVISORY, INC. ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	441
AUM (Assets Under Management)	$ 3,783,729,428

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/27/2025	Cover Page	Report
01/26/2024	Cover Page	Report
03/30/2023	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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Kyle B. Dwyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Brooks Dwyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHSTATE ADVISORY, INC.

PRIVATE CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

SOUTHSTATE ADVISORY, INC.

State Registrations and Notice Filings

Exams

Current Firm

SOUTHSTATE ADVISORY, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUTHSTATE ADVISORY, INC.

TRUST BUT VERIFY

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