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Andrew Patrick Grant

Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
11 yearsExperience
1 stateRegistered in
$39.4BFirm assets
41 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Kayne Anderson Rudnick Investment Management, LLCApr 2023 to now
  2. Intelligence Driven Advisers, LLCDec 2018 to Mar 2023
  3. Labrum Wealth Management, LLCJul 2018 to Mar 2019
  4. LPL FinancialNov 2015 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (CA).

Kayne Anderson Rudnick Investment Management, LLC

$39.4BAssets managed
24,735Clients
36Advisers
41 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
4406307
Firm CRD
104599
Advisor's SEC record (opens in a new tab)
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