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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KYLE RODNEY MARTIN

Advisor at KAPELA

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:2c4b706d-36e5-a315-78eb-516f041f4b85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KAPELA
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 17, 2008
First registration: Mar 18, 2009
Dual registered: no
IAPD individual key: 3196021

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Kapela	State registered	Jul 28, 2020	n/a	yes	SAN ANTONIO, TX	Current employment
MUTUAL ADVISORS, LLC	Bd affiliated wealth	May 31, 2019	Sep 2, 2020	no	San Antonio, TX	Previous registration
HORACE MANN INVESTORS, INC.	No RAUM reported	Aug 4, 2016	Apr 9, 2019	no	San Antonio, TX\|SPRINGFIELD, IL\|San Antonio, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Apr 22, 2016	Jul 12, 2016	no	SAN ANTONIO, TX	Previous registration
S HARRIS FINANCIAL GROUP, LLC	Independent wealth	Jan 21, 2010	May 2, 2016	no	SAN ANTONIO, TX	Previous registration
PADGETT FINANCIAL SERVICES, LLC	n/a	Mar 18, 2009	Feb 24, 2010	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MUTUAL ADVISORS, LLC	Kapela	Sep 2, 2020	Jul 28, 2020	-36	Firm change after gap	Ibd to state RIA
HORACE MANN INVESTORS, INC.	MUTUAL ADVISORS, LLC	Apr 9, 2019	May 31, 2019	52	Firm change	Other
WFG ADVISORS, LP	HORACE MANN INVESTORS, INC.	Jul 12, 2016	Aug 4, 2016	23	Firm change	Other
S HARRIS FINANCIAL GROUP, LLC	WFG ADVISORS, LP	May 2, 2016	Apr 22, 2016	-10	Firm change	Other
PADGETT FINANCIAL SERVICES, LLC	S HARRIS FINANCIAL GROUP, LLC	Feb 24, 2010	Jan 21, 2010	-34	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167658:309601:TX:2020-09-02	Sep 2, 2020	Jul 28, 2020	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (6)

→ KAPELARegistered adviserregistration: current employment
Jul 28, 2020 to presentfactForm ADV
→ MUTUAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 31, 2019 to Sep 2, 2020factForm ADV
→ HORACE MANN INVESTORS, INC.Registered adviserregistration: previous registration
Aug 4, 2016 to Apr 9, 2019factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Apr 22, 2016 to Jul 12, 2016factForm ADV
→ S HARRIS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jan 21, 2010 to May 2, 2016factForm ADV
→ PADGETT FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 18, 2009 to Feb 24, 2010factForm ADV

Dated events

No dated event names this entity yet.