A complete list of active advisors currently associated with Kidd Vision Capital LLC
Warmer can help you find a great advisor at Kidd Vision Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kidd Vision Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 4
|
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