Kyle William Stits I
Investment Adviser Representative at Cooper Capital Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle William Stits is an investment adviser representative with Cooper Capital Group in Encinitas, CA, where they have been registered since 2020. They have worked in the securities industry since 2015 and were previously registered with Northwestern Mutual Investment Services, LLC. 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 California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
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.
- Northwestern Mutual LIFE Insurance CompanyMay 2014 – Jan 2019Milwaukee, WI
- Northwestern Mutual Investment Services LLCFeb 2014 – Jan 2019Carlsbad, CA
- Northwestern Mutual Wealth Management CompanyMay 2016 – Jan 2019Milwaukee, WI
- Clinton W CooperJan 2019 – Sep 2019La Jolla, CA
- Northwestern Mutual Investment Services LLCJan 2019 – Sep 2019La Jolla, CA
- Northwestern Mutual Wealth Management CompanyApr 2019 – Sep 2019Milwaukee, WI
- Cooper Capital Advisors, LLCSep 2019 – no end date reportedCardiff, CA
- Purshe Kaplan Sterling InvestmentSep 2021 – no end date reportedAlbany, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cooper Capital Group
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
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
Active and tactical money management through stock selection coupled with mutual funds and ETFs that are monitored, screened, and scrutinized, striving for the highest performance with the lowest comparable expenses possible.
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:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Encinitas, CA
- SEC file number:
- 801-117210
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Cooper Capital Group
3 other advisors in the directory
Similar advisors in Encinitas, CA
Other advisors whose filed branch office is in the same city.
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 William Stits I 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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