Chase Ryan Carmichael
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCDec 2025 to now
- Gw&k Investment ManagementOct 2023 to Sep 2025
- Mercer Global AdvisorsSep 2021 to Oct 2023
- Fisher InvestmentsMay 2019 to Aug 2021
- TD AmeritradeDec 2016 to Apr 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2016
- Wells Fargo Advisors, LLC.Aug 2016 to Nov 2016
- Wells FargoJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, PA).
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
- 6211790
- Firm CRD
- 104599