Charles
Yates
Kayne Anderson Capital Advisors Lp
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About this Advisor
Charles Yates is a financial advisor operating out of Houston, Texas. Yates is currently employed by Kayne Anderson Capital Advisors Lp. They have been employed by Kayne Anderson Capital Advisors Lp for all of their career. Yates has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Kayne Anderson Capital Advisors Lp is a registered investment business based out of Houston, TX. It has offices in six locations and a total of 300 financial advisors. It handles $30 billion in total assets across its 129 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 129 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. Kayne Anderson Capital Advisors Lp offers a broad array of services, such as financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services are based on the type of financial services provided. However, fees charged by Kayne Anderson Capital Advisors Lp most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kayne Anderson Capital Advisors Lp Brokerage Details
$29,871,782,000
300
129
$231,564,202
Investment Advisory Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Charles Yates Work History
Charles has been registered as a financial advisor for 0 years.*
Kayne Anderson Capital Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Yates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Capital Advisors Lp
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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