Steven Byungkwan Chang
Investment adviser representative at Kensington Asset Management, LLC
15 yearsExperience
1 stateRegistered in
$2.6BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Quasar Distributors, LLCSep 2024 to now
- Kensington Asset Management, LLCNov 2023 to now
- Xtollo Investment Partners, LLCNov 2023 to now
- SabbaticalSep 2023 to Nov 2023
- Steward Partners Global Advisory, LLCApr 2021 to Sep 2023
- Steward Partners Investment Solutions, LLCAug 2019 to Sep 2023
- Umpqua BankApr 2018 to Aug 2019
- Oregon State TreasuryMay 2017 to Apr 2018
- M Holdings Securities, Inc.Jun 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kensington Asset Management, LLC
$2.6BAssets managed
21Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4386630
- Firm CRD
- 309780