Kyle Kues
Snowcap Financial LLC · Castle Rock, Colorado
Kyle Kues is a fee-only financial advisor at Snowcap Financial LLC in Castle Rock, Colorado, who holds the CFP and MBA credentials. Kyle charges a percentage of assets and an ongoing planning fee.
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Facts
| Firm | Snowcap Financial LLC |
|---|---|
| Based in | Castle Rock, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $13.2M across 180 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO, MA, OK, TX · CRD 6987228 |
| Exams passed | Series 65 (2018) · Series 63 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | snowcapfinancial.com |
| Profile |
How Kyle's firm compares
- Snowcap Financial LLC's average account is about $73,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Kyle
Is Kyle Kues a fee-only financial advisor?
Yes. Kyle Kues is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kyle's firm.
How does Kyle charge for financial advice?
Kyle charges a percentage of assets and an ongoing planning fee.
Does Kyle work with clients virtually?
Yes. Snowcap Financial LLC says on its website that it works with clients remotely.
Where is Kyle Kues based?
Kyle Kues is based in Castle Rock, Colorado.
What credentials does Kyle Kues hold?
Kyle Kues holds the CFP and MBA credentials.
Is Kyle Kues registered with the SEC?
Yes. Kyle Kues is registered as an investment adviser representative in CO, MA, OK and TX (CRD 6987228), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Snowcap Financial LLC manage?
Snowcap Financial LLC reports $13.2M across 180 accounts in assets under management.
How do I contact Kyle Kues?
Through Kyle's website, snowcapfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Snowcap Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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