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KEARNS AND ASSOCIATES, LLC

KEARNS & ASSOCIATES LLC

CRD 157449 · SEC 801-73342

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.18B

Discretionary AUM

$621.3M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals46$785.7M

States served

CA

Official SEC filing: View on IAPD