An investment advisory firm with over $50.6B in AUM as of March 31, 2026. At KAR we offer a variety of actively managed equity and fixed-income strategies.
Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and Westlake Village. KAR has over $50.6 Billion in assets
under management as of March 31, 2026, focused on institutional, broker-dealer and high-net-worth clients. Our investment philosophy focuses on the “high-quality” subset of the investable universe. We believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle. For equity securities, we define “high-quality” as a business characteristic that represents a company’s ability to control its market. This investment philosophy leads us to companies which we believe have low business risk as identified by certain financial characteristics, such as consistent and profitable growth, high returns on capital, strong free cash flow, and low organic need for external financing. We apply a “business analyst” approach to research and strive toward developing deep conviction in each of our portfolio holdings and, over time, an information advantage. For fixed income securities, our approach centers around an exclusive focus on high-quality bonds, intermediate maturities to mitigate interest-rate risk, highly liquid issues, a commitment to economic sector and maturity distribution, and a long-term vision. Please read Kayne Anderson Rudnick's social media guidelines here: bit.ly/KARsocialmedia
11/30/2023
Senior Wealth Advisor Randy Allen is a goal-oriented adept at and . He takes the time to get to know his clients personally to assess the best approach to their and strategies and to help them achieve financial success.
KAR Wealth Advisor Grace Apuy understands the value of working diligently to pursue financial success but also believes it's important to take time to enjoy the fruits of your labor. Through tailored wealth advisory and financial planning solutions, Grace helps her clients pursue their financial and retirement goals.
Brian Chang, CFA, CFP became a wealth advisor because his passion is helping people achieve financial independence. He is self-driven, proactive in his communication with clients, and is not deterred by hurdles in his path.
Why Our Clients Choose KAR: https://kayne.com/wealth-management/why-our-clients-choose-kar/brian-chang/
11/30/2022
Established nearly 40 years ago, Kayne Anderson Rudnick's Wealth Advisors seek to provide clients with customized solutions focused on high quality investments and the highest level of client service.
Why Our Clients Choose KAR: https://bddy.me/3Ulv6l1
10/17/2022
Portfolio Manager & Senior Research Analyst Julie Biel appeared on Bloomberg News TV ‘The Open’ to discuss her thoughts on why while we do have a long way to go for a market correction, there are still good businesses that are going to do well in a recession.
Watch the interview:
10/12/2022
Wealth Advisor Tyler Sterk, CFP®, CPA shares his insights on estate planning and how the lifetime exemption will revert to its old level or lower by 2026.
Read the article in Financial Advisor Magazine: https://bit.ly/3fFVEPj
10/11/2022
In the latest episode of Kaynecast, our experts discuss Q3 market performance, insights on the direction of runaway inflation, and our outlook for demand and growth in Q4 and 2023. Listen now: https://bddy.me/3T8SOR4
10/11/2022
As we enter the fall season, we share 8 key financial planning action items you can take before year-end. https://bit.ly/3eoolzG
10/06/2022
We congratulate Spuds Powell and the KAR Wealth Advisory team for ranking #1 by Barron’s on their 2022 Top 100 Independent Advisors list. This marks the 10th consecutive year that the team has been ranked in the top 10 and the fifth year of ranking #1 (2017-2020, 2022). View the special report here: https://bddy.me/3rBYCa8
09/29/2022
Happy National Coffee Day!
From all of us at KAR, have a BREW-tiful day!
KAR is honored to sponsor St. Jude Children’s Research Hospital’s seventh annual Invest in Hope Los Angeles event. Learn more about St. Jude and this inspiring event: https://bddy.me/3r0wCMS
09/21/2022
Thinking about converting your Traditional IRA to a but not sure if it’s the right move?
Check out our recent article where we explore what Roth conversions are, the benefits of making a conversion, and the tax implications of executing conversions.
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