Kearns And Associates, LLC

Overview

Kearns And Associates, LLC is a privately owned advisory firm that serves individual and family clients with a mix of discretionary and non-discretionary portfolio management. The firm acts as a capital allocator: it blends liquid public-market exposure—largely delivered through ETFs and mutual funds—with significant commitments to third-party private funds. Advisory activity centers on direct portfolio management for individuals and small businesses and on selecting external managers, indicating a manager-of-managers approach for parts of client portfolios. Fee arrangements include both a percentage of assets under management and fixed fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices