Kyle Portnoy
Cresvita Capital · Austin, Texas
Kyle Portnoy is a fee-only financial advisor at Cresvita Capital in Austin, Texas, who holds the CFP credential. Cresvita Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cresvita Capital |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.1M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5565805 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cresvita.com |
How Kyle's firm compares
- Cresvita Capital's average account is about $299,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Kyle
Is Kyle Portnoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Cresvita 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, Cresvita Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Portnoy based?
Kyle Portnoy is based in Austin, Texas.
What credentials does Kyle Portnoy hold?
Kyle Portnoy holds the CFP credential.
Is Kyle Portnoy registered with the SEC?
Yes. Kyle Portnoy is registered as an investment adviser representative in TX (CRD 5565805), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cresvita Capital manage?
Cresvita Capital reports $8.1M across 27 accounts in assets under management.
How do I contact Kyle Portnoy?
Through Kyle's website, www.cresvita.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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