Kyle Kelly
Tarragon Capital · Chattanooga, Tennessee
Kyle Kelly is a fee-only financial advisor at Tarragon Capital in Chattanooga, Tennessee. Tarragon Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Tarragon Capital |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.3M across 46 accounts |
| SEC registration | Investment adviser representative in TN · CRD 2921478 |
| Exams passed | Series 63 (1997) · Series 65 (1999) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kyle's firm compares
- Tarragon Capital's average account is about $332,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Kyle
Is Kyle Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Tarragon Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Tarragon Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kyle Kelly based?
Kyle Kelly is based in Chattanooga, Tennessee.
Is Kyle Kelly registered with the SEC?
Yes. Kyle Kelly is registered as an investment adviser representative in TN (CRD 2921478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tarragon Capital manage?
Tarragon Capital reports $15.3M across 46 accounts in assets under management.
How do I contact Kyle Kelly?
Contact details aren't on file yet. Search for Tarragon Capital.
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
- 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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