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Kyle Hurt, portrait

Kyle Hurt

Investment adviser representative at Foundry Financial in Costa Mesa, CA

Investment adviser registrationUpdated

Kyle Hurt is an investment adviser representative at Foundry Financial LLC, an investment adviser managing $233M, and works from its Costa Mesa, CA office. Kyle Hurt has been registered through Foundry Financial since 22 April 2026, has 7 years in the industry across 3 firms and has passed the Series 65.

7
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kyle Hurt has been an investment adviser representative at Foundry Financial since April 2026, and is not listed among the firm’s executive officers or direct owners.

Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.

Kyle Hurt is a Financial Planner at Foundry Financial. He brings seven years of experience to the financial industry, specializing in comprehensive financial planning. He works with clients who are just starting or close to their retirement journey, and his areas of focus include tax planning, retirement planning, income planning and Roth conversion analysis.

Kyle Hurt’s longest registration was 4 years at EP Wealth Advisors (2019–2023). Before joining Foundry Financial in 2026, Kyle Hurt was registered through EP Wealth Advisors and LPL Financial LLC.

  1. – present · under a year
    Costa Mesa, CA · Adviser representative · Firm CRD 300122
  2. EP Wealth Advisors
    – · 1 year
    Torrance, CA · Adviser representative · Firm CRD 111147
  3. LPL Financial LLC
    – · 1 year
    Costa Mesa, CA · Adviser representative · Firm CRD 6413
  4. EP Wealth Advisors
    – · 4 years
    Torrance, CA · Adviser representative · Firm CRD 111147

Credentials and registrations

Professional designations

Listed by Foundry Financial

  • CFP®

Investment adviser representative registrations

Kyle Hurt is registered as an investment adviser representative in California, since April 2026.

  • CaliforniaSince 22 April 2026

Examinations

Series 652 July 2019
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Kyle Alan Hurt
CRD
7147698
Firm
Foundry Financial · CRD 300122
Office
Costa Mesa, CA
Registration
Investment adviser registration
In the industry since
October 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kyle Hurt work?

Kyle Hurt is an investment adviser representative registered through Foundry Financial LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Kyle Hurt a financial advisor?

Yes. Kyle Hurt has a current investment-adviser registration in California, through Foundry Financial since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kyle Hurt have?

Kyle Hurt has 7 years in the financial industry, since October 2019, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Kyle Hurt passed?

Kyle Hurt passed the Series 65 in July 2019.

Source: IAPD individual record, checked 22 October 2026

Where did Kyle Hurt work before Foundry Financial?

Before Foundry Financial, Kyle Hurt was registered through EP Wealth Advisors, March 2025 to April 2026; LPL Financial LLC, October 2023 to March 2025; EP Wealth Advisors, July 2019 to August 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Kyle Hurt based?

Kyle Hurt’s registered office is in Costa Mesa, CA.

Source: IAPD individual record, checked 22 October 2026

Is Kyle Hurt registered with FINRA?

No. Kyle Hurt has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Kyle Hurt a CFP?

Foundry Financial lists Kyle Hurt with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Kyle Hurt, CFP® biography, foundryfinancial.org

How can I verify Kyle Hurt’s record?

Search CRD 7147698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Hurt’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Foundry Financial

Sources

  1. IAPD individual record, CRD 7147698, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Foundry Financial LLC, filed 29 September 2026. Executive officers and direct owners; this person is not among them.
  3. Foundry Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.