Kyso Financial

Overview

Kyso Financial is a small, privately owned limited liability advisory focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a concentrated book of client relationships, prioritizing publicly traded equities as its primary allocation. Kyso Financial does not position itself as an ESG-driven advisor and is not registered as a multi-state adviser. Its client base is made up of individual and family clients rather than institutional pension or large corporate accounts. Investment activity is tilted toward exchange-traded securities and mutual funds, with a preference for liquid, listed instruments that support straightforward portfolio management and trading. The firm reports using percentage-of-assets fees and handles discretionary mandates, suggesting clients delegate day-to-day investment decisions to the advisor.

Assets & Accounts

Public Holdings

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Location & Offices