A complete list of active advisors currently associated with Kyo Asset Management, LLC

Warmer can help you find a great advisor at Kyo Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kyo Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.