# Kyleshill Financial Planning

> Kyleshill Financial Planning is a state-registered investment advisory firm in Columbus, OH, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 143604
- Filed as: KYLESHILL FINANCIAL PLANNING
- Legal name: Kyleshill Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143604
- AdvisorCensus page: https://advisorcensus.com/firm/kyleshill-financial-planning-columbus-oh-143604

## Quick answers

**How is Kyleshill Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Kyleshill Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kyleshill Financial Planning located?**
Kyleshill Financial Planning's principal office is in Columbus, OH, according to its Form ADV.

**Is Kyleshill Financial Planning registered with the SEC or a state?**
Kyleshill Financial Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 143604.

**How much does Kyleshill Financial Planning manage?**
Kyleshill Financial Planning reports $92,450,118 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (96% discretionary).

**What types of clients does Kyleshill Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (13).

**Does Kyleshill Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143604

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $92,450,118
- Discretionary: $88,301,551
- Non-discretionary: $4,148,567

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,904,652 |
| High net worth individuals | 30 | $84,545,466 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kyleshill.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kyleshill Financial Planning (CRD 143604): Form ADV filing data as of October 2026.