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Managing Member/chief Compliance Officer · Coastwise Capital Group, LLC

Scott G. Kyle

CRD 4896786 · Named on Form ADV at one SEC-registered adviser

At a glance

Coastwise Capital Group, LLC, an SEC-registered wealth manager based in La Jolla, CA with $212 million in regulatory assets, lists Scott G. Kyle on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Scott’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
1 firmLocked
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 Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.