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Kyla Michael Mcmoran

CONCORDE ASSET MANAGEMENT
Noble, OK
·CRD# 7300615·6 years experience

Professional Summary

Kyla Michael Mcmoran is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Noble, Oklahoma and CONCORDE INVESTMENT SERVICES, LLC located in Noble, Oklahoma. Kyla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kyla has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

CONCORDE ASSET MANAGEMENT, LLC·CRD# 140367
RIA
1. 111 S. Main Street, Noble, OK 730682. 527 E Main St. Ste. A, Norman, OK 73071
October 7, 2021 - Present
CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604
BD
1. 111 S. Main Street, Noble, OK 730682. 527 E Main St. Ste. A, Norman, OK 73071
January 29, 2021 - Present

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Current Firm

CA
CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC

CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - SEC (4/19/2012 Approved)
California
Registered Investment Advisory firm - California (11/28/2012 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/5/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Phone Number

(248) 824-6710

# of Employees

76

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV WRAP FEE BROCHURE (7/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,705

AUM (Assets Under Management)

$598,360,368

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Bravest Wealth Management. Investment related, DBA for securities, investments and retirement planning. Norman, OK. Start date: August 2020. Insurance Agent and currently testing to become securities licensed. Full time during trading hours. 2) Concorde Asset Management, LLC., Investment related. Start date: October 2021. Noble OK. Investment Advisor Representative. 40+ hours/month during business hours, 1-5 hours/month during non-business hours. 3) Legacy Rotary, Non Investment related. Norman OK. Local chapter of Rotary International, President, preside over club meetings, chair the club's annual fundraiser. 1-5 hours during non trading hours. 1-5 hours during trading hours. 4) Core Property Management LLC, Non investment related. 6450 Mocella South, Noble Ok. Owner house rental , Start Date 06/01/2005, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 5) Bravest Wealth Management, Non investment related, 111 S Main St, Noble Ok, 73068. Director, Start date 11/30/22, Providing one-hour CE credit for Real Estate agents in Oklahome on the topic of 1031 exchanges, and QOZs as investment options for real estate investors. 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 6) CREW OKC, Non Investment related, Oklahoma City, OK. networking group for real estate adjacent women, Member, attend networking events, lunches, other events, no referral agreement in place. referrals could come from other members who are considered centers of influence. Start date 09/15/2023, 1-5 hours/month during non trading hours. 1-5 hours/month during trading hours. 7) Twin Acres Home Owners Association, Non investment related, Norman OK, Home Owners Association, Board member, voting rights as a homeowner & board member. Start date 01/01/2024, 1-5 hours/month during non business hours, 1-5 hours/month during business hours.

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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".
CA
CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC

CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - SEC (4/19/2012 Approved)
California
Registered Investment Advisory firm - California (11/28/2012 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/5/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Arizona
(9/5/2025)
RR
Arizona
(9/16/2025)
RR
California
(6/11/2024)
RR
Colorado
(6/16/2025)
IAR
Colorado
(6/16/2025)
RR
Florida
(10/1/2025)
RR
Georgia
(1/4/2024)
IAR
Georgia
(1/4/2024)
RR
Kansas
(8/17/2023)
IAR
Kansas
(8/17/2023)
IAR
Massachusetts
(9/2/2025)
RR
Massachusetts
(9/15/2025)
RR
Missouri
(1/24/2024)
IAR
Missouri
(1/24/2024)
IAR
Montana
(10/22/2025)
RR
Montana
(10/29/2025)
RR
Oklahoma
(7/27/2021)
IAR
Oklahoma
(10/7/2021)
IAR
Texas
(11/12/2021)
RR
Texas
(11/15/2021)
RR
Wisconsin
(9/25/2025)
IAR
Wisconsin
(9/25/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2020About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Kyla Michael Mcmoran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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