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.
Yuyen Chang
- Designations
- CFA, CFPreportedkayne.comas printed on the bio page, Sep 16, 2026
- Professional profile
- kayne.com/wealth-management/news/brian-chang-named-to-forbes-top-next-reportedkayne.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Kayne Anderson Rudnick Investment Management, LLC mixed wealth currentsince Jun 30, 2022 · Los Angeles, Ca
- Creative Planning independent RIAJun 18, 2018 to Jul 14, 2021 · Torrance, Ca
- Halbert Hargrove independent RIAAug 25, 2015 to Jun 26, 2018 · Long Beach, Ca
- Gps Capital Management, LLC formerMar 14, 2014 to Mar 7, 2016 · San Ramon, Ca
- Creative Planning to Kayne Anderson Rudnick Investment Management, LLCleft Jul 14, 2021, registered Jun 30, 2022 (351 days) · Other
- Halbert Hargrove to Creative Planningleft Jun 26, 2018, registered Jun 18, 2018 (-8 days) · RIA to RIA
- Gps Capital Management, LLC to Halbert Hargroveleft Mar 7, 2016, registered Aug 25, 2015 (-195 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address