Kidd Vision Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,620,591
Clients
31
Advisors
1
of 1 employees
About
Kidd Vision Capital LLC provides portfolio management and financial consulting to individuals, high‑net‑worth clients, and corporations or business entities. The firm also offers subscription content — email updates, blog posts, and a newsletter — intended for general investor education rather than client‑specific advice.
The firm documents client goals in written investment policy statements and generally manages accounts on a discretionary basis, applying cyclical, fundamental, and technical analysis across mutual funds, ETFs, equities and fixed income. Its strategies include long‑ and short‑term trading, options and margin transactions where appropriate, and it also offers an automated option through the Schwab Intelligent Portfolios platform with model allocations, automated rebalancing and optional tax‑loss harvesting.
Compared with many solo independent advisers, Kidd Vision’s combination of formal subscription/newsletter content and active service to corporate/business entities is uncommon. The firm also requires use of a single custodial platform (Schwab Institutional) and pairs hands‑on discretionary management with the Schwab automated program, a mix that is notable for a recently established, one‑advisor practice managing roughly $27 million in client assets.
Client services
Expertise
Fee options
Between $1,500 and $2,500 for financial consulting (negotiable)
$0 - $100,000: 1.35% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.05% $5,000,001+: 0.95%
$200 per hour (negotiable)
Main office
822 Harding Street, Suite 307
Lafayette LA 70503
Advisors at this office
1
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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