Capitol Securities Management
47yrs
Top advisor by experience in Tampa
12yrs
Kyle Wright
Full name on record: Kyle Brandon Wright
Financial advisor at Jaffe Tilchin Investment Partners
Based in Tampa, Florida, Kyle Wright is a fiduciary financial advisor with 12 years of industry experience. Kyle joined Jaffe Tilchin Investment Partners in 2015, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 52% of advisors in Tampa
Office15350 N Florida Ave, Tampa, FL 33613
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1 million
Advisors at the firm37
States licensed ?1 state
Services through Jaffe Tilchin Investment Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2015 – nowJaffe Tilchin Investment Partners, LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Jaffe Tilchin Investment Partners at 813-963-2500 and ask for Kyle Wright. Kyle works from the Tampa, FL office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2015, about 12 years. More experience than 52% of advisors in Tampa.
What licenses does Kyle hold?
Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Jaffe Tilchin Investment Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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