Adrian Lyles
Lyles Wealth Management · Calhoun, Georgia
Adrian Lyles is a fee-only financial advisor at Lyles Wealth Management in Calhoun, Georgia. Adrian charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Lyles Wealth Management |
|---|---|
| Based in | Calhoun, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $41.4M across 163 accounts |
| SEC registration | Investment adviser representative in GA · CRD 5889785 |
| Exams passed | Series 63 (2011) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lyleswealth.com |
How Adrian's firm compares
- Lyles Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 163 accounts).
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Questions about Adrian
Is Adrian Lyles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Lyles Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian charges a percentage of assets.
Where is Adrian Lyles based?
Adrian Lyles is based in Calhoun, Georgia.
What does Adrian specialize in?
Adrian's specialties include retirement planning, estate & legacy planning and family wealth transfer. Adrian works with multi-generational families.
Is Adrian Lyles registered with the SEC?
Yes. Adrian Lyles is registered as an investment adviser representative in GA (CRD 5889785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lyles Wealth Management manage?
Lyles Wealth Management reports $41.4M across 163 accounts in assets under management.
How do I contact Adrian Lyles?
Through Adrian's website, lyleswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lyles Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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