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CFP
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CFP
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Kayne Anderson Rudnick Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

Mt. Pleasant, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
Focus Partners Wealth, LLC
August 2024 - July 2025 · 11 mos
Gratus Capital, LLC
July 2024 - December 2024 · 5 mos
Mariner Wealth
September 2023 - June 2024 · 9 mos
Fisher Investments
June 2017 - June 2023 · 6 yrs
Strategic Advisers, INC.
September 2011 - June 2017 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2011 - May 2017 · 6 yrs 2 mos
Wells Investment Securities,inc.Broker
January 2011 - February 2011 · 1 mo
Morgan Keegan & Company, INC.
September 2008 - May 2009 · 8 mos
Morgan Keegan & Company, INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
North Coast Securities CorporationBroker
April 2007 - May 2008 · 1 yr 1 mo
State Registrations2 states
CASC
Advisor
Exams
No exam information available for this advisor.