Kearns And Associates, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.2B

Discretionary

$621M

53% of AUM

Avg account

$22.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 157449
Registered since: March 27, 2012
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.83%
Charitable Organizations33.17%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kearns And Associates, LLC is a privately owned independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm serves individual and family clients and offers portfolio management for individuals and small businesses along with selection of other advisers — a setup consistent with acting as a capital allocator. Its fee arrangements include percentage-of-AUM and fixed fees. The firm does not characterize itself as an active ESG investor and does not report multi-state or pension consultant activity.