Kyle
Deal

Kovitz Investment Group Partners, LLC

CRD#6487630
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kyle Deal is a financial advisor based in Chicago, Illinois, working with Kovitz Investment Group Partners, LLC. Kyle has previously held positions at Huber Financial Advisors, LLC, Busey Bank, Underground Printing, Action Inflatables, Telemus Capital, LLC, and Kovitz Investment Group Partners, LLC. Kyle is registered to provide services in Illinois. Currently, Kyle is part of Kovitz Investment Group Partners, LLC, which operates out of Chicago, Illinois. The firm has 25 offices and 270 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

230 W Monroe St Unit 1415
Chicago, IL 60606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$11,290,749,061

IL Average: $6,674,516,078
Total Number of Employees

270

IL Average: 44
Total Number of Accounts

11,848

IL Average: 2,564
Average Account Size

$952,967

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Kyle Deal Work History

2024 - Present (0 year)

Kovitz Investment Group Partners, LLC

2020 - Present (4 years)

Telemus Capital, LLC

2016 - 2020 (4 years)

Huber Financial Advisors, LLC

2015 - 2016 (1 year)

Busey Bank

2014 - 2015 (1 year)

Underground Printing

2014 - 2015 (1 year)

Action Inflatables

Disclosures

Please visit the SEC profile of Kyle Deal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kovitz Investment Group Partners, LLC

Jason Castillo
Chicago, IL
Christopher Nicholson
Chicago, IL
Stephanie O'Donnell
Greenwich, CT
Thomas Munoz
Southfield, MI
Thomas Colombo
Waxhaw, NC
Joshua Pilson
Chicago, IL
Kathy Klein
Milwaukee, WI
Chiraag Kirpalani
Greenwich, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started