Kyo Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kyo Asset Management, LLC is a registered investment adviser that offers discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, estates, businesses and retirement plans. The firm states it constructs customized portfolios using individual stocks and ETFs and may also utilize mutual funds, bonds, or REITs while acting as a fiduciary to clients.
The adviser describes an investment approach that combines fundamental and technical analysis with a primarily long‑term orientation, while permitting shorter‑term trades for rebalancing or to meet client objectives. Portfolios are implemented and monitored on a discretionary basis after internal due diligence, with the firm noting use of cash positions, sector weighting adjustments, and tax‑sensitive decisions such as gain/loss harvesting when appropriate.
Noteworthy aspects disclosed in the brochure include multiple outside business activities by the firm’s owner and chief compliance officer — registered broker‑dealer affiliation, insurance licensure with commissionable sales, and ownership in a real estate development company — which the document identifies as potential conflicts of interest. The ADV also shows the firm is newly registered with no reported assets or clients to date, discloses an outstanding tax lien for the principal, and describes an institutional relationship with Schwab that provides economic benefits to the adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.25%
Separate from advisory fees, Mr. Kim earns commissions as a Registered Representative and as an independent insurance professional, but these are not fees charged by Kyo Asset Management.
Fee-only: Investment advisory fees paid in advance monthly, based on assets under management with tiered rates of 1.50% annually for assets up to $1,000,000 and 1.25% annually for assets over $1,000,000.
Main office
Sterling VA
Advisors at this office
1
Most active in
Maryland · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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