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KO

Kyle A. Overturf

C & S CAPITAL MANAGEMENT
LITTLE ROCK, AR 72205
Some features on this profile are disabled
CRD#: 7297991
KO

Professional summary


Kyle Anthony Overturf is a registered financial advisor currently at C & S CAPITAL MANAGEMENT, INC. located in Little Rock, Arkansas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle 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.
C & S Business Services. The business is not investment-related. 204 Executive Ct., Ste. 303, Little Rock, AR 72205 Bookkeeping Services Vice President Began in 2019 Works approx. 10 hrs. per month No hours devoted to the other business during securities trading hours Supervisory duties

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kyle Anthony Overturf'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®
None

Experience


Current

September 26, 2020 - Present

C & S CAPITAL MANAGEMENT, INC.

Office #1: 204 Executive Court, Ste. 303, Little Rock, AR 72205
RIA
CRD#: 116492
LITTLE ROCK, AR

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
Arkansas
(9/26/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/15/2020
Uniform Investment Adviser Law Examination

Current Firm


C&
C & S CAPITAL MANAGEMENT, INC.
C & S CAPITAL MANAGEMENT, INC.

CRD#: 116492 / SEC#:

Arkansas
Registered Investment Advisory firm - (3/2/2001 Approved)
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Contact information


Main Address
204 Executive Court, Ste. 303, Little Rock, AR 72205
Mailing Address
Phone number
(501) 376-9971
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts29
AUM (Assets Under Management)$ 34,473,547

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


C & S CAPITAL MANAGEMENT, INC.

CRD#: 116492Little Rock, AR 72205

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