KANU Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
kANU Asset Management provides discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals (including high‑net‑worth and accredited investors) as well as institutional clients such as pension plans, trusts, and family offices. The firm also offers subscription content (blog posts/newsletters) and conducts periodic educational seminars and workshops for clients and the public.
The firm’s investment approach combines a long‑term global strategy with an active, tactical overlay driven by a proprietary quantitative program called “Convixquant,” and employs techniques that can include long and short positions, margin, options, inverse/leveraged ETFs, and cryptocurrency exposure. kANU documents client risk tolerance and investment policies for each account and typically manages client portfolios on a discretionary basis.
Distinctive features noted in the brochure include disclosure that a principal accepts outside compensation for the sale of securities and that the firm may recommend insurance products, including annuities, which are identified as potential conflicts of interest to be disclosed. The firm also describes fee‑sharing arrangements with third‑party managers, states relatively high account minimums for individuals and institutions, and emphasizes its proprietary trading program alongside client‑facing educational materials.
Client services
Expertise
Occupation focus
Fee options
Purposeful Wealth Planning Process consulting fees: $6,000 for Phase I-II; $6,000 due prior to Phase III-IV; for individuals: $300 down then $250/month for 6 months.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.60%
Compensation for sale of securities via registered representative Enyi Kanu; commissions not primary source of income.
Financial planning hourly fees range from $275 to $485 per hour.
Subscription services offered free of charge.
Account minimum: $1,000,000 Fee-only: Hourly financial planning fees between $275 and $485 per hour; retainer for first 10 hours up to $1,500; fees negotiable.
Main office
4015 Executive Park Drive, Suite 402
Cincinnati OH 45241
Advisors at this office
2
Most active in
Louisiana · Ohio · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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