TrueAdvisor
TrueAdvisor
JK
CFP
JK
CFP

Joshua Luke Kendall

Kayne Anderson Rudnick Investment Management, LLC
11 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
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

8871 Ridgeline Blvd, Suite 100, Highlands Ranch, CO, 80129

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2023
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
November 2025 - Present · 3 mos
Previous Registrations
Mariner Wealth
December 2021 - October 2025 · 3 yrs 10 mos
Bancwest Investment Services, INC. (bwis)
November 2020 - December 2021 · 1 yr 1 mo
Bancwest Investment Services, INC.Broker
November 2020 - December 2021 · 1 yr 1 mo
Advice and Planning Services
November 2017 - November 2020 · 3 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2017 - November 2020 · 3 yrs 1 mo
Griffin Capital Securities, LLCBroker
June 2016 - October 2017 · 1 yr 4 mos
Deutsche Am Distributors, INC.Broker
June 2015 - June 2016 · 1 yr
Thrivent Investment Management INC.
November 2013 - June 2015 · 1 yr 7 mos
Thrivent Investment Management INC.Broker
October 2013 - June 2015 · 1 yr 8 mos
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.