Overview
Assets Under Management: $241 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 42
Average Client Assets: $1.4 million
Frequently Asked Questions
KERNS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110107), KERNS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KERNS CAPITAL MANAGEMENT, INC. is headquartered in HOUSTON, TX.
KERNS CAPITAL MANAGEMENT, INC. serves 42 high-net-worth clients according to their SEC filing dated October 01, 2018. View client details ↓
According to their SEC Form ADV, KERNS CAPITAL MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
KERNS CAPITAL MANAGEMENT, INC. manages $241 million in client assets according to their SEC filing dated October 01, 2018.
According to their SEC Form ADV, KERNS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.17%
Average Client Assets: $1.4 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 110107
Filing ID: 1243517
Last Filing Date: 2018-10-01 15:45:00