Kyle David Hittle
Investment Adviser Representative at SWBC Investment Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle David Hittle is an investment adviser representative with SWBC Investment Company in San Antonio, TX, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
2 states and territories
Maryland, Texas
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.
- SWBC Investment Services, LLCFeb 2024 – no end date reportedSan Antonio, TX
- SWBC Investment CompanyFeb 2024 – no end date reportedSan Antonio, TX
- SWBC Professional Employer OrganizationFeb 2020 – Feb 2024Bulverde, TX
- Club Ourense BaloncestoMay 2016 – May 2018Ourense
- StudentMay 2018 – Feb 2020San Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SWBC Investment Company
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
- Other
- $0 to $249,9991.75%
- $250,000 to $499,9991.50%
- $500,000 to $999,9991.25%
- $1,000,000 to $1,999,9991.00%
+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
SWBC offers a broad range of services including insurance (personal and commercial), wealth management, college planning, estate planning, retirement planning, portfolio management, fixed income trading, municipal underwriting, capital markets, commercial real estate, employee and executive benefits, HR and payroll, ad valorem tax services, mortgage/home financing, auto and mortgage lending services, collections, payment solutions, and outsourced contact center solutions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 6
- Main office:
- San Antonio, TX
- SEC file number:
- 801-68054
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at SWBC Investment Company
Showing 12 of 16 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 David Hittle 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.
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