KANU ASSET MANAGEMENT, LLC

RIASEC Registered

Total AUM

$16M

Discretionary

$15.2M

95% of AUM

Avg account

$43.7K

Accounts

367

Employees

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 168070
Website: www.kanuasset.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, EQIS SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals66.1%
HNWI33.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kanu Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families and describes itself as a capital allocator, offering a mix of fee arrangements (percentage of AUM, hourly, fixed fees) as well as commission-based products. Its business activities include insurance brokerage and other financial product sales. Advisory capabilities cover financial planning and portfolio management for individuals, small businesses and institutional clients, plus pension consulting and manager selection. The firm also produces publications and runs educational seminars and workshops. Kanu does not identify as an active ESG investor and is not designated a multi-state adviser.