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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Steven Byungkwan Chang

Advisor at KENSINGTON ASSET MANAGEMENT, LLC

AUSTIN, TX

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Search this name across graphsid dfx:ria:1c0fd71a-1519-06d7-721c-07b59d3aed33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KENSINGTON ASSET MANAGEMENT, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 11, 2001
First registration: Aug 23, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4386630

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KENSINGTON ASSET MANAGEMENT, LLC	Asset manager	Feb 28, 2025	n/a	yes	AUSTIN, TX	Current employment
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Apr 24, 2018	Sep 15, 2023	no	PORTLAND, OR\|PORTLAND, OR	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Jun 16, 2011	May 12, 2017	no	PORTLAND, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 18, 2007	Sep 24, 2008	no	PORTLAND, OR	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 23, 2006	Feb 21, 2007	no	BEAVERTON, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	KENSINGTON ASSET MANAGEMENT, LLC	Sep 15, 2023	Feb 28, 2025	532	Firm change after gap	Other
M HOLDINGS SECURITIES, INC.	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	May 12, 2017	Apr 24, 2018	347	Firm change	Other
WELLS FARGO ADVISORS	M HOLDINGS SECURITIES, INC.	Sep 24, 2008	Jun 16, 2011	995	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Feb 21, 2007	May 18, 2007	86	Firm change	Other

Relationships

Registered with (5)

→ KENSINGTON ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 28, 2025 to presentfactForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Apr 24, 2018 to Sep 15, 2023factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Jun 16, 2011 to May 12, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 18, 2007 to Sep 24, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 23, 2006 to Feb 21, 2007factForm ADV

Dated events

Occurred
Sep 15, 2023
Advisor changed firm
Steven Byungkwan Chang left Steward Partners Investment Solutions, Llc for Kensington Asset Management, Llc (registered 2025-02-28)
Form ADVobserved 6 days ago