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Chief Compliance Officer · Threadgill Financial, LLC

Kyle M. Koch

CRD 1865093 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Threadgill Financial, LLC, an SEC-registered wealth manager based in The Woodlands, TX with $399 million in regulatory assets, lists Kyle M. Koch on its Form ADV as Chief Compliance Officer. The SEC filings also name Kyle at 1 other registered adviser.

Firms and roles

AtlasMembers

Kyle’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 each firm
2 firmsLocked
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 Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.