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Matthias Daniel Day

Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$39.4BFirm assets

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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

21 years in the industry.

  1. Kayne Anderson Rudnick Investment Management, LLCMar 2025 to now
  2. CorientJul 2024 to Feb 2025
  3. Corient Services LLCJul 2024 to Feb 2025
  4. Stratos Wealth Partners LtdFeb 2022 to Jun 2024
  5. Hall Private Wealth AdvisorsDec 2020 to Aug 2021
  6. The Home DepotMar 2020 to Aug 2020
  7. Sky Ranch Christian CampMay 2019 to Aug 2019
  8. College FreshMar 2019 to Dec 2021
  9. The University of OklahomaAug 2018 to Dec 2021
  10. The Pillbox Bar and TavernMay 2018 to Aug 2018
  11. Santa Fe Christian SchoolsAug 2005 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7538835
Firm CRD
104599
Advisor's SEC record (opens in a new tab)
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