Couer D Alene, ID Office

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Kaiyo Wealth LLC

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Firm-wide stats for Kaiyo Wealth LLC

Total advisors

Across 2 offices

Clients per advisor

29 Low

Avg AUM per client

$2,792,165 Very High

HNW client ratio

60% Very High

About

Kaiyo Wealth LLC provides ongoing discretionary portfolio management and tailored financial planning for individuals, high‑net‑worth individuals, and charitable organizations. The firm offers customized investment programs and project or one‑time financial plans that address areas such as retirement, tax integration, and insurance in the context of each client's overall situation.

The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, but it also uses margin and options strategies and may engage outside managers to implement specific allocations. Kaiyo typically operates with discretionary trading authority, documents risk tolerances and client restrictions, and conducts regular portfolio reviews and monitoring.

Kaiyo manages roughly $240 million in discretionary assets for about 86 clients with a two‑advisor team, a scale of assets per advisor that is atypical for firms of this size. The firm recently transitioned to SEC registration and generally requires custody with major custodians (primarily Schwab or Fidelity, with occasional use of Altruist), practices that distinguish it from many peers.

Based on Kaiyo Wealth LLC

Expertise

Options & derivatives strategies Tax strategies for small businesses Retirement income strategy College savings (529s, UTMA, etc.) Debt management

Based on Kaiyo Wealth LLC

Location

Couer D Alene ID

Advisors at this office

Kevin H

Series 63, Series 65

Couer D Alene, ID

Kaiyo Wealth LLC

Kevin Hoyle is a financial advisor at Kaiyo Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Focus Partners Wealth, LLC, HoyleCohen, LLC, and Global Life Capital, Inc. Outside of advising, he is a member and owner of RCI-Memphis, LLC. Kaiyo Wealth LLC provides discretionary portfolio management and customized financial planning for individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach combined with margin and options strategies, serving approximately 86 clients with around $240 million in discretionary assets under management.

Options & derivatives strategies Tax strategies for small businesses Retirement income strategy College savings (529s, UTMA, etc.) Debt management

View complete list of advisors at this office

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