Kyle
Fritz
Sheets Smith Investment Management, LLC
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About this Advisor
Kyle Fritz is a financial advisor based in Houston, Texas with 2 years of industry experience. Fritz is currently employed by Sheets Smith Investment Management, LLC. Over the course of their career, Fritz has held roles at Student, Kroger, Oasis Aviation, Texas Am University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, The Private Bank At Bank Of America, Northwestern Mutual Wealth Management Company, Three Chords Wealth Management Advisors and Sheets Smith Investment Management, LLC. Fritz holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Sheets Smith Investment Management, LLC is a financial advisory firm operating out of Houston, TX. The investment advisory business has just four employees. It manages $121 million in assets between its 310 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises 12 charitable organizations. Of its 310 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Sheets Smith Investment Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Sheets Smith Investment Management, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sheets Smith Investment Management, LLC Brokerage Details
$120,789,078
4
310
$389,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kyle Fritz Work History
Kyle has been registered as a financial advisor for 2 years.*
Sheets Smith Investment Management, LLC
The Private Bank At Bank Of America
Three Chords Wealth Management Advisors
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Texas Am University
Kroger
Oasis Aviation
Student
*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 Fritz 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 Sheets Smith Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, 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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