Kyle Brockbank
Investment Adviser Representative at LIDO
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Brockbank is an investment adviser representative with LIDO in Cottonwood Heights, UT, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Olympus Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Florida, Texas, and Utah.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PteraJun 2018 – Aug 2018Liberty Lake, WA
- Aptive EnvironmentalMay 2019 – Sep 2019Provo, UT
- Berrett PEST ControlJan 2025 – Mar 2025Dallas, TX
- Missionary Training CenterAug 2018 – May 2019Provo, UT
- DeloitteJun 2023 – Jan 2025Salt Lake City, UT
- Brigham Young UniversityDec 2019 – Mar 2020Provo, UT
- Berrett PEST ControlJun 2020 – Jun 2023Dallas, TX
- SykesApr 2020 – May 2020Provo, UT
- Brigham Young UniversitySep 2019 – Dec 2019Provo, UT
- Fidelity InvestmentsMar 2025 – Mar 2025Salt Lake City, UT
- Church OF Jesus Christ OF Latter-day SaintsJun 2016 – Jun 2018Boston, MA
- Olympus Wealth ManagementApr 2025 – Sep 2025Cottonwood Heights, UT
- LIDO Advisors, LLCSep 2025 – no end date reportedLos Angeles, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LIDO
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Primary - Under $2M1.25%
- Primary - $2M and higher1.00%
- Heritage Pegasus - Under $2M1.00%
- Heritage Pegasus - $2M to under $5M0.85%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and estate planning, investment management, tax consulting and preparation, and trust services including trust administration, family governance, and philanthropic consulting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 318
- Offices listed on AdvisorFinder:
- 34
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-100433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at LIDO
Showing 12 of 318 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Brockbank has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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