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Kyle Russell Boyd

Beacon Pointe Advisors, LLC

Newport Beach, CA

Asheville, NC

CRD 3070015

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-01
  • NC RA
    APPROVED
    Since 2022-03-01

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

4 Vanderbilt Park Drive Suite 310, Asheville, NC 28803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altavista Wealth Management, Inc. Asheville NC 03/2003 02/2022
Beacon Pointe Advisors, Llc Asheville NC 02/2022 Present
Previous Registrations
  • 2004-04-01 → 2022-02-24
    Altavista Wealth Management, Inc.
    Asheville, NC
  • 2003-08-25 → 2003-10-27
    Altavista Wealth Management, Inc.
    Asheville, NC
  • 2001-01-03 → 2003-03-17
    Boys Arnold & Co. Inc.
    Asheville, NC
Other Names
  • Kyle R Boyd

View on SEC IAPD

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