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Updated September 28, 2026. Quick answer: Kayne Anderson Rudnick is registered with the SEC as an investment adviser (CRD #104599, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $10,000 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Kayne Anderson Rudnick at a glance
| Fact | What Kayne Anderson Rudnick’s own pages say |
|---|---|
| Legal entity | Kayne Anderson Rudnick Investment Management, LLC |
| Registration | Kayne Anderson Rudnick Investment Management, LLC is registered with the SEC as an investment adviser (CRD #104599, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $10,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Kayne Anderson Rudnick |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Kayne Anderson Rudnick’s own fee schedule charges
Kayne Anderson Rudnick Wealth Advisors (“KARWA”) states a $1,000,000 minimum relationship size for this Wealth Advisory Client Fee Schedule; the figures below show what the firm’s own published schedule would compute at each balance shown, including two below that stated minimum.
“Kayne Anderson Rudnick Wealth Advisors (“KARWA”): Wealth Advisory Client Fee Schedule. Minimum Relationship Size: $1 million. Minimum Fee: The minimum annual fee per relationship is $10,000. Relationships below the annual minimum will be billed $2,500 on a quarterly basis. Wealth Advisory Fee Schedule, Assets under Advisement / Annual Fee: First $3 Million 1.00%; Next $2 Million 0.80%; Next $5 Million 0.70%; Additional Assets 0.60%.”
KARWA’s own schedule is a marginal, bracket-style schedule computed like an income tax bracket from $0 (First $3 Million 1.00%; Next $2 Million 0.80%; Next $5 Million 0.70%; Additional Assets 0.60%), with a stated $10,000 minimum annual fee per relationship: at $250,000 and $500,000 the 1.00% first-bracket rate (2,500 and 5,000) is below the $10,000 floor, so the floor applies; at $1,000,000, 1,000,000 x 0.01 = $10,000, exactly matching the floor; at $2,000,000 the full balance still sits within the First $3 Million bracket, so 2,000,000 x 0.01 = $20,000.
| Account balance | Annual fee |
|---|---|
| $250,000 | $10,000 |
| $500,000 | $10,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Kayne Anderson Rudnick’s own fee page.
Registration
Kayne Anderson Rudnick Investment Management, LLC is registered with the SEC as an investment adviser (CRD #104599, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Kayne Anderson Rudnick.
What it costs to leave
Kayne Anderson Rudnick does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Kayne Anderson Rudnick Investment Management, LLC Form ADV Part 2A Brochure (March 26, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028852
- SEC IAPD firm summary (CRD #104599, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/104599
Methodology. This page was built September 28, 2026, drawing directly on Kayne Anderson Rudnick’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Kayne Anderson Rudnick; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Kayne Anderson Rudnick’s own Form ADV Part 2A and Form CRS. We have not used Kayne Anderson Rudnick as a client. Kayne Anderson Rudnick did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Kayne Anderson Rudnick’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Kayne Anderson Rudnick against other options? See Kayne Anderson Rudnick alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.