KYUR, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KYUR provides ongoing discretionary portfolio management and also serves as a subadvisor to other advisers, with services documented through Investment Policy Statements tailored to each client. The firm’s client base is concentrated among individual investors rather than a dedicated high‑net‑worth clientele, and it typically recommends ETFs and U.S. equities to a majority of clients while also making broader investment options available.
KYUR’s investment process blends fundamental analysis, modern portfolio theory, behavioral finance and quantitative methods, and it uses proprietary mathematical algorithms and quantitative screens to appraise individual risk tolerances and construct portfolios. The firm generally manages accounts on a discretionary, long‑term basis and performs regular portfolio monitoring tied to each client’s stated objectives.
Noteworthy for a small adviser, KYUR combines algorithmic risk profiling with a willingness to act as a subadvisor and to include alternative instruments (REITs, hedge funds, private equity and precious‑metal ETFs) in its offerings. The firm participates in institutional broker programs (e.g., Interactive Brokers and TD Ameritrade), may receive third‑party research or soft‑dollar benefits, and centralizes monthly account reviews under its CEO, factors that can affect execution and operational arrangements.
Client services
Expertise
Fee options
$100,000 - $250,000: 1.35% per annum $250,001 - $1,000,000: 1.00% per annum $1,000,001+: 0.85% per annum
Account minimum: $25,000
Main office
Newport Beach CA
Advisors at this office
2
Most active in
California
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
Advisors at this firm
Thuy T
Series 66
Newport Beach, CA
KYUR, Inc.
Thuy Tran is a financial advisor at KYUR, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Pinehill Capital LLC and Neuberger Berman Management. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm employs a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, using proprietary algorithms to assess risk tolerance and construct portfolios, typically recommending ETFs and U.S. equities while offering broader investment options.
Vinh T
Series 63, Series 65
Newport Beach, CA
KYUR, Inc.
Vinh Tran is a financial advisor at KYUR, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with KYUR since 2016. In addition to his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and acts as a subadvisor to other advisers, primarily serving individual investors. The firm employs a combination of fundamental analysis, behavioral finance, and quantitative methods, including proprietary algorithms, to tailor investment strategies that typically emphasize ETFs and U.S. equities alongside alternative instruments.
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