Kyle
Radabaugh

Ci Private Wealth

CRD#6957612
Investment Advisor
in Columbus, OH

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About this Advisor

Kyle Radabaugh is a certified financial planner who works out of Columbus, Ohio who has 1 year of industry experience. Radabaugh is currently employed by Ci Private Wealth. During their career, Radabaugh has held roles at Summit Financial Strategies, Ohio Department Of Taxation, Budros, Ruhlin, And Roe, Ohio State University, Brr Opco, LLC and Ci Budros, Ruhlin & Roe Private Wealth. Radabaugh is able to advise clients in Ohio. Ci Private Wealth is a registered investment business based out of Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 advisors. It oversees $95 billion in assets under management between its 79,738 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 504 charitable organizations. Of its 79,738 accounts, 51% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on the type of services. Fee types charged by Ci Private Wealth likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

Fee Structure

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

Office Location

1801 Watermark Drive Suite 300
Columbus, OH 43215

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Ci Private Wealth Brokerage Details

Total Assets Under Management

$94,617,046,882

OH Average: $1,855,561,029
Total Number of Employees

825

OH Average: 62
Total Number of Accounts

79,738

OH Average: 2,474
Average Account Size

$1,186,599

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

Kyle Radabaugh Work History

Kyle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ci Budros, Ruhlin & Roe Private Wealth

2021 - Present (3 years)

Brr Opco, LLC

2015 - 2021 (6 years)

Budros, Ruhlin, And Roe

2014 - 2015 (1 year)

Ohio Department Of Taxation

2013 - 2013 (< 1 year)

Summit Financial Strategies

2009 - 2013 (4 years)

Ohio State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Radabaugh 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 Ci Private Wealth

Andrew Mcnamara
San Diego, CA
Paul Platkin
New York, NY
Jennifer Chung
Itasca, IL
Jessica Boghetich
Dallas, TX
Nicholas Cosky
Itasca, IL
Jonathan Baker
Itasca, IL
Anthony Dinverno
Itasca, IL
Jeremy Hudson
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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