Kyle Roney
Troika Capital Advisors · Athens, Georgia
Kyle Roney is a fee-only financial advisor at Troika Capital Advisors in Athens, Georgia. Kyle charges a percentage of assets (0.65%–0.85% a year of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Troika Capital Advisors |
|---|---|
| Based in | Athens, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.65%–0.85% a year of assets managed |
| Assets under management | $56.3M across 317 accounts |
| SEC registration | Investment adviser representative in CO, GA, TX · CRD 5126180 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.troikaadvisors.com |
How Kyle's firm compares
- Troika Capital Advisors's average account is about $177,000, from its Form ADV (assets managed divided by 317 accounts).
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Questions about Kyle
Is Kyle Roney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Troika Capital Advisors 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 charges a percentage of assets.
How much does Kyle charge?
According to Troika Capital Advisors's website, checked October 30, 2026: 0.65%–0.85% a year of assets managed.
Where is Kyle Roney based?
Kyle Roney is based in Athens, Georgia.
What does Kyle specialize in?
Kyle's specialties include tax planning, estate & legacy planning and retirement planning. Kyle works with founders and executives.
Is Kyle Roney registered with the SEC?
Yes. Kyle Roney is registered as an investment adviser representative in CO, GA and TX (CRD 5126180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Troika Capital Advisors manage?
Troika Capital Advisors reports $56.3M across 317 accounts in assets under management.
How do I contact Kyle Roney?
Through Kyle's website, www.troikaadvisors.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
- Troika Capital Advisors 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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