RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Kyle R Louvar
- Title
- Managing Partner | Wealth Management Advisorreportedguidedcapitalwealth.comfirm site, Sep 16, 2026
- Designations
- CFP, AIFreportedguidedcapitalwealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Managing Partner | Wealth Management Advisor”reportedguidedcapitalwealth.comthe sentence on the bio page
- Professional profile
- guidedcapitalwealth.com/team/kyle-louvarreportedguidedcapitalwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Guided Capital Wealth Management, LLC independent RIA currentsince Sep 16, 2020 · Houston, Tx
- Merit Financial Advisors BD affiliatedJul 16, 2019 to Nov 30, 2020 · Houston, Tx
- Lifestyle Planning Solutions, LLC formerDec 11, 2018 to Aug 5, 2019 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 13, 2010 to Dec 12, 2018 · Houston, Tx
- Merit Financial Advisors to Guided Capital Wealth Management, LLCleft Nov 30, 2020, registered Sep 16, 2020 (-75 days) · RIA to RIA · moved with a team
- Lifestyle Planning Solutions, LLC to Merit Financial Advisorsleft Aug 5, 2019, registered Jul 16, 2019 (-20 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Lifestyle Planning Solutions, LLCleft Dec 12, 2018, registered Dec 11, 2018 (-1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address