Kyle Hurt

Credentials: CFP®

6312 S. Fiddlers Green Cir
Suite 300E
Greenwood Village, Colorado, 80111
Telephone: 877.233.0586
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Registry Member Since 2011

Business Philosophy

Lifetime Capital Management is an investment firm that puts people before paper. Your investment portfolio is not just a bundle of numbers but the sum total of your financial past and present. It is the potential from which you can build your future and, managed wisely, can be the gateway to achieving financial independence. Whether you are looking to grow your nest egg, protect your savings or assure your legacy, our dedicated team of Certified Financial Planners® can help make those dreams a reality. As a fiduciary, our firm is 100% committed to putting your interests ahead of our own and you will have peace of mind knowing you have a trusted, ethical partner helping you navigate todays ever-changing world.

1. What are your firm names?
  • Registered Investment Advisor

    Lifetime Capital Management, Inc.

2. How is your RIA registered?
  • State: Did Not Answer
3. What type of practice do you have?
  • Member of a Firm
4. What is your relationship to your RIA?
  • Partner
5. What are your years of financial services experience?
  • 14 Years
6. Do you have one or more degrees from an accredited college or university?
School
Degree
North Dakota State University
Bachelors of Science
University of Colorado
Masters of Business Administration
7. Are you a current member of one or more financial service industry associations?
  • Financial Planning Association
8. What are your license and registration numbers?
9. What are your current registrations and licenses?
  • RIA
10. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
  • Yes
11. In what states are you licensed or registered to sell investment services and products for fees or commissions?
  • Did Not Answer
12. In what states are you licensed to sell insurance products for commissions?
  • Did Not Answer
13. In the past five years, do you have any disclosures on your investment or insurance compliance records?
  • Investment Disclosures: No
  • Insurance Disclosures: No
14. Since you became an adult, do you have any criminal disclosures (misdemeanors/felonies)?
  • No
15. My ADV Part II is:
  • Available Upon Request
16. Do you have any additional disclosures?
  • Did Not Answer
  • 17. What are your methods of compensation?
    • Hourly Fee
    • Asset-Based Fee
    18. Will you work with clients over the telephone and Internet?
    • Yes
    19. What types of reports do you provide your clients and what is the frequency?
    • Performance (Quarterly)
    • Brokerage Statement (Monthly)
    20. Will you meet with prospective clients at their locations?
    • Yes
    21. Do you make investment decisions for your clients without their approval in advance?
    • Yes (I provide discretionary services)
    22. Scope of Business: What is your current number of clients (not accounts)?
    • None
    23. Scope of Business: What are your current assets under management or advisement? (Compensation is fees)
    • None
    24. Do you have a minimum fee requirement?
    • Did Not Answer
    25. Do you have a minimum asset requirement?
    • $250,000
    26. Do you speak any additional languages fluently?
    • None
    27. Do you provide any limited engagement services?
    • None
    28. Which categories of financial services do you provide for fees? Another professional (CPA, estate attorney) may provide one or more of these services.
    • Planning
    • Investment
    29. Do you sell investment or insurance products for commissions?
    • No
    30. What types of clients do you work with?
    • Individuals
    • Retirees
    • Other
    • Businesses
    31. Which custodian(s) take physical possession of your clients' assets? If applicable, name the top three in order of importance
    • TD Ameritrade

    Certification

    I certify all of the information in my professional profile is accurate and up-to-date.
    Advisor Name: Kyle Hurt
    Most Recent Update: Jun 18, 2013