Nathaniel Lee Kaup
Investment adviser representative at Ryan Investments
14 yearsExperience
3 statesRegistered in
CFADesignation
$272MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Ryan InvestmentsApr 2026 to now
- M. Austin Investments, LLCJul 2022 to now
- Equus Private Wealth Management, LLC.Apr 2022 to now
- UnemployedJul 2021 to Apr 2022
- Credit Suisse AgApr 2017 to Jul 2021
- UnemployedDec 2016 to Apr 2017
- Northeastern UniversitySep 2012 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Ryan Investments
Legal name: Ryan Investment Management, Inc.
$272MAssets managed
143Clients
3Advisers
23 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
- 7540830
- Firm CRD
- 115755