Kyle Rodgers
Financial advisor at Kingswood Wealth Advisors, LLC · Dallas, TX
Last updated 2026-10-10
Claim your profileKyle Rodgers is a financial advisor at Kingswood Wealth Advisors, LLC in Dallas, TX, CRD 6811728. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-07-22.
Registration
- CRD number
- 6811728
- Registration status
- Active
- IAPD registration
- 2019-07-22
- Industry Experience
- 7 years
- Work Experience
- 10 years
- States registered
- CA, CO, FL, MD, MN, NE, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-11 to Present · Dannah Investment Group, LLC · Murrieta, CA
- 2018-04 to 2019-11 · Centaurus Financial Inc. · Anaheim, CA
- 2017-06 to 2018-03 · Forest Securities, Inc. · Chicago, IL
- 2019-11 to 2022-10 · Dst Wealth Management, LLC · Dallas, TX
- 2022-11 to Present · Kingswood Wealth Advisors, LLC · Ovilla, TX
- 2020-02 to 2023-05 · Benchmark Investments, LLC · Ovilla, TX
- 2023-05 to Present · Kingswood Capital Partners, LLC · Dallas, TX
Current employment
- Kingswood Wealth Advisors, LLC · San Diego, CA
Kingswood Wealth Advisors, LLC
- Regulatory AUM
- $3,800,734,890
- Registered advisors
- 123
- Offices
- 95
- Clients per advisor
- 92.9 (Moderate)
- Average AUM per client
- $332.7K (Low)
- High-net-worth client ratio
- 19.9% (Moderate)
Kingswood Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Kyle Rodgers is a financial advisor at Kingswood Wealth Advisors, LLC in Dallas, TX. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 10 years of reported work history. Reported roles include Kingswood Capital Partners, LLC, Dannah Investment Group, LLC, Benchmark Investments, LLC, Dst Wealth Management, LLC, among others.
SEC disclosures list additional business and community activities: 1)dannah Investment Group: fundraising, food drives, and community service.
Kingswood Wealth Advisors, LLC's firm-level Form ADV reports 123 advisors across 95 offices; approximately 92.9 clients per advisor, average assets per client of $332,668, and regulatory AUM of $3.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.3B across 451 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kyle Rodgers personally.
Reported ETF positions
Kingswood Wealth Advisors reports 451 ETF positions worth $1.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $63.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $58.8M |
| VTV — Vanguard Morningstar Value ETF | $41.9M |
| VOO — Vanguard S&P 500 ETF | $36.6M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $30.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kingswood Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $6.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $6.2M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.5M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $5.3M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kingswood Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1717 Main St., Dallas, TX 75201
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-535-6981
- Website: kingswoodus.com
Official record
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