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Chief Compliance Officer · FMI

Kayla S. Tweedy

CRD 6298352 · Named on Form ADV at one SEC-registered adviser

At a glance

FMI, an SEC-registered wealth manager based in Ardmore, OK with $318 million in regulatory assets, lists Kayla S. Tweedy on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • FMIChief Compliance OfficerWealth manager · Ardmore, OK · $318M in regulatory assets

AtlasMembers

Kayla’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kayla’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.