Andrew Patrick Grant

Employer firm

Kayne Anderson Rudnick Investment Management, LLC CRD 104599

$39.4B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 07/2018
  Lpl Financial
  San Diego, CA
• 07/2018 → 03/2019
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 12/2018 → 03/2023
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 04/2023 → Present
  Kayne Anderson Rudnick Investment Management, Llc
  Los Angeles, CA

Previous Registrations

• 2019-01-03 → 2023-03-31
  Intelligence Driven Advisers, Llc
  Carlsbad, CA
• 2018-07-25 → 2019-03-01
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 2015-11-04 → 2018-07-13
  Lpl Financial Llc
  San Diego, CA
• 2014-03-28 → 2015-10-19
  Morgan Stanley
  San Diego, CA
  La Mesa, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28