Kyle Cain has been an investment adviser representative at Freedom Family Office since January 2021, and is not listed among the firm’s executive officers or direct owners.
Freedom Family Office, LLC is a firm with $162M under management, 130 clients and 5 advisers across 4 offices, as of its April 2026 filing.
Kyle Cain is Chief Investment Officer of Freedom Family Office. He leads the firm's investment research, asset allocation, portfolio construction, security and manager selection, trading, rebalancing, tax-aware implementation and risk management. He began his financial career as a trader with Fidelity Investments in 2007.
Kyle Cain’s longest registration is the current one, 6 years at Foresight Financial Advisory since 2020. Before joining Freedom Family Office in 2021, Kyle Cain was registered through J.P. Morgan Securities LLC and Strategic Advisers, Inc.
- Freedom Family Office, LLCCurrent– present · 5 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 310275
- Foresight Financial AdvisoryAlso current– present · 6 yearsJupiter, FL · Adviser representative · Firm CRD 307338
- J.P. Morgan Securities LLC– · 3 yearsPalm Beach, FL · Adviser representative · Firm CRD 79
- Strategic Advisers, Inc.– · 4 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 104555
Professional designations
Listed by Freedom Family Office
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Accredited Portfolio Management Advisor™
Investment adviser representative registrations
Kyle Cain is registered as an investment adviser representative in Florida, since July 2020.
- FloridaSince 17 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2007 |
| Series 7 | General Securities Representative Examination | 5 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Ashton Andrew Cain
- CRD
- 5447591
- Firm
- Freedom Family Office · CRD 310275
- Office
- Palm Beach Gardens, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freedomfamilyoffice.com
Where does Kyle Cain work?
Kyle Cain is an investment adviser representative registered through Freedom Family Office, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Cain a financial advisor?
Yes. Kyle Cain has a current investment-adviser registration in Florida, through Freedom Family Office since January 2021.
How many years of experience does Kyle Cain have?
Kyle Cain has 17 years in the financial industry, since August 2009, across 4 adviser firms.
What exams has Kyle Cain passed?
Kyle Cain has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2007. FINRA credited Kyle Cain with the SIE, which began in October 2018.
Where did Kyle Cain work before Freedom Family Office?
Before Freedom Family Office, Kyle Cain was registered through J.P. Morgan Securities LLC, October 2015 to January 2019; Strategic Advisers, Inc., September 2010 to July 2015.
Where is Kyle Cain based?
Kyle Cain’s registered office is in Palm Beach Gardens, FL.
Is Kyle Cain registered with FINRA?
No. Kyle Cain has no current broker registration.
Is Kyle Cain a CFP?
Freedom Family Office lists Kyle Cain with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Kyle Cain, CFP®, CIMA®, APMA™ biography, freedomfamilyoffice.com
How can I verify Kyle Cain’s record?
Search CRD 5447591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Cain’s full registration record.