Kyle Louvar
Guided Capital Wealth Management · Houston, Texas
Kyle Louvar is a fee-only financial advisor at Guided Capital Wealth Management in Houston, Texas, who holds the CFP credential. Guided Capital Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Guided Capital Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $249.2M across 592 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5723035 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidedcapitalwealth.com |
| Profile |
How Kyle's firm compares
- Guided Capital Wealth Management's average account is about $421,000, from its Form ADV (assets managed divided by 592 accounts).
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Questions about Kyle
Is Kyle Louvar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Guided Capital Wealth Management 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, Guided Capital Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kyle Louvar based?
Kyle Louvar is based in Houston, Texas.
What credentials does Kyle Louvar hold?
Kyle Louvar holds the CFP credential.
Is Kyle Louvar registered with the SEC?
Yes. Kyle Louvar is registered as an investment adviser representative in TX (CRD 5723035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guided Capital Wealth Management manage?
Guided Capital Wealth Management reports $249.2M across 592 accounts in assets under management.
How do I contact Kyle Louvar?
Through Kyle's website, www.guidedcapitalwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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