Milton B. Kidd

KIDD VISION CAPITAL LLC

LAFAYETTE, LA 70503

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CRD#: 7434356

Professional summary

Milton Bailey Kidd is a registered financial advisor currently at KIDD VISION CAPITAL LLC located in Lafayette, Louisiana.

Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Milton has worked at 2 firms and has passed the Series 65 exam.

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.

I help with family businesses related to rental properties and timber land. I would also entertain opportunities to be an investor in private businesses, such as restaurants/food distribution, lawn care, hvac services, sunglasses/ocular practices, gym/cycling studio, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milton Bailey Kidd'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

April 26, 2022 - Present

KIDD VISION CAPITAL LLC

Office #1: 822 Harding Street Suite 307, Lafayette, LA 70503

RIA

CRD#: 319401

LAFAYETTE, LA

Past

September 12, 2021 - October 25, 2021

AVANT CAPITAL, LLC

RIA

CRD#: 167961

LAFAYETTE, LA

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

Florida
(6/9/2023)

IAR

Louisiana
(4/26/2022)

IAR

Texas
(4/29/2022)

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

State Security Law Exam

IAR

Series 65

Date: 3/30/2021

Uniform Investment Adviser Law Examination

Current Firm

KIDD VISION CAPITAL LLC

CRD#: 319401 / SEC#:

Florida

Registered Investment Advisory firm - (6/9/2023 Approved)

Louisiana

Registered Investment Advisory firm - (4/26/2022 Approved)

Texas

Registered Investment Advisory firm - (4/12/2022 Conditional Restricted)

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Contact information

Main Address

822 Harding Street Suite 307, Lafayette, LA 70503

Mailing Address

Phone number

(225) 287-3812

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 22,718,602

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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Milton B. Kidd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milton Bailey Kidd's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIDD VISION CAPITAL LLC

AVANT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2021

Current Firm

KIDD VISION CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KIDD VISION CAPITAL LLC

TRUST BUT VERIFY

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