Kyle Grout

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 07/2024
  Capital Insight Partners Llc
  Scottsdale, AZ
• 09/2015 → 06/2019
  United States Marine Corps
  Camp Lejeune, NC
• 07/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 08/2019 → 05/2023
  Arizona State University
  Tempe, AZ
• 07/2024 → 12/2024
  Unemployed
  San Jacinto, CA
• 12/2024 → 02/2025
  Ruggieri Financial
  Hemet, CA
• 02/2025 → 07/2025
  Unemployed
  San Jacinto, CA

Previous Registrations

• 2023-09-19 → 2024-07-26
  Capital Insight Partners, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-30