DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Hoon Kang
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
At current firm
0 y
since May 1, 2026
In the industry
27 y
since Feb 18, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Solutions Group independent RIA currentsince May 1, 2026 · Plymouth, Mn
- Cs Planning Corp independent RIAMay 23, 2018 to Jun 2, 2026 · Kenmore, Wa
- Summit Asset Strategies Wealth Management, LLC formerMar 9, 2012 to Sep 16, 2013 · Bellevue, Wa
- Summit Asset Strategies Investment Advisors, Inc. unclassifiedApr 21, 2008 to Sep 16, 2013 · Bellevue, Wa
- M Holdings Securities, Inc. BD affiliatedMar 30, 2005 to Aug 7, 2006 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Advisory Solutions Groupleft Jun 2, 2026, registered May 1, 2026 (-32 days) · RIA to a newly registered adviser · moved with a team
- Summit Asset Strategies Wealth Management, LLC to Cs Planning Corpleft Sep 16, 2013, registered May 23, 2018 (1710 days) · Other
- Summit Asset Strategies Investment Advisors, Inc. to Summit Asset Strategies Wealth Management, LLCleft Sep 16, 2013, registered Mar 9, 2012 (-556 days) · Other
- M Holdings Securities, Inc. to Summit Asset Strategies Investment Advisors, Inc.left Aug 7, 2006, registered Apr 21, 2008 (623 days) · Other
Signals
- Hoon Kang left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-01)Jun 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address