KYO Asset Management, LLC
RIAState Registered
Total AUM
$21.6M
Discretionary
$21.6M
100% of AUM
Avg account
$204K
Accounts
106
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331281
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.5%
- Individuals37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
KYO Asset Management, LLC is an independent, individually owned RIA that provides fee-based portfolio management to individuals and small businesses. The firm charges clients a percentage of assets under management and focuses on equity-oriented portfolios. It is state-registered in Maryland and Virginia and is not positioned as an ESG investor. Advisory activity centers on discretionary portfolio management for private clients rather than institutional or pension consulting work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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