Scott Kyle has been Managing Member/Chief Compliance Officer of Coastwise Capital Group since January 2006, is a control person of the firm and directly owns 75% or more of it. Scott Kyle holds a Bachelor's degrees in Economics and International Relations from Tufts University, a General Course Degree in International Relations from London School of Economics and an MBA from Harvard University.
Coastwise Capital Group, LLC is a La Jolla, CA firm with $212M under management, 167 clients and 3 advisers in one office, as of its March 2026 filing.
Scott G. Kyle is Chief Executive Officer - Chief Investment Officer of Coastwise Capital Group, based in La Jolla, California. He is responsible for strategic investment decisions, portfolio management and client relations, and chairs the Coastwise Investment Committee. He co-founded The Active Network, Inc., serving as CFO and on its Board of Directors from 1998 until 2002, and started his finance career as a Financial Analyst at Chemical Bank.
- Coastwise Capital Group, LLCCurrent– present · 20 yearsLa Jolla, CA · Adviser representative · Firm CRD 139564
Investment adviser representative registrations
Scott Kyle is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2006; the most recent is Louisiana, in June 2022.
- CaliforniaSince 10 July 2006
- LouisianaSince 13 June 2022
- TexasResidentSince 2 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Galen Kyle
- CRD
- 4896786
- Firm
- Coastwise Capital Group · CRD 139564
- Role
- Managing Member/Chief Compliance Officer
- Office
- 7777 FAY AVENUE, SUITE G5, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastwisegroup.com
Where does Scott Kyle work?
Scott Kyle has been Managing Member/Chief Compliance Officer of Coastwise Capital Group, LLC since January 2006, and is a control person of the firm.
Is Scott Kyle a financial advisor?
Yes. Scott Kyle has a current investment-adviser registration in California, Louisiana and Texas, through Coastwise Capital Group since July 2006.
How many years of experience does Scott Kyle have?
Scott Kyle has 20 years in the financial industry, since July 2006, across 1 adviser firm.
What exams has Scott Kyle passed?
Scott Kyle passed the Series 65 in June 2006.
Where is Scott Kyle based?
Scott Kyle’s registered office is in La Jolla, CA.
Is Scott Kyle registered with FINRA?
No. Scott Kyle has no current broker registration.
How can I verify Scott Kyle’s record?
Search CRD 4896786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Kyle’s full registration record.
