KYLESHILL FINANCIAL PLANNING

KYLESHILL FINANCIAL PLANNING of COLUMBUS, OH is an SEC-registered investment adviser (CRD 143604). Regulatory assets under management: $92.5M.

Registration

• CRD: 143604
• Type: Registered investment adviser
• Location: 3400 NORTH HIGH STREET, COLUMBUS, OH, 43202
• Phone: 614-395-1295
• Latest filing: 2026-05-01
• Regulatory AUM: $92.5M
• Discretionary AUM: $88.3M
• Non-discretionary AUM: $4.1M
• Clients: 1
• Accounts: 268

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143604 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search