Kevin
Yuan

Dimensional Fund Advisors Lp

CRD#7198561
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Kevin Yuan is a financial advisor based in Austin, Texas, who has been in the financial industry for 10 years. Yuan is an advisor for Dimensional Fund Advisors Lp. Throughout their career, they have worked at Dimensional Fund Advisors, Johns Hopkins University, Congressional Budget Office and New York University. Yuan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Dimensional Fund Advisors Lp is a registered investment firm that has its headquarters in Austin, Texas. The company has offices in two locations and a total of 1,050 employees. It handles $663 billion in total assets among its 462 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 462 client accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets. Dimensional Fund Advisors Lp offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees typically vary depending on which services are offered. Fees charged by Dimensional Fund Advisors Lp likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

TX Average: $3,042,739,679
Total Number of Employees

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kevin Yuan Work History

Kevin has 10 years of experience.

2019 - Present (2 years)

Dimensional Fund Advisors

2017 - 2017 (< 1 year)

Congressional Budget Office

2014 - 2019 (5 years)

Johns Hopkins University

2010 - 2014 (4 years)

New York University

Disclosures

Kevin Yuan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Chelsea Carbonel
Austin, TX
Lauren Olson
Charlotte, NC
Michael Mccann
Austin, TX
Lacey Huebel
Austin, TX
David Campbell
Austin, TX
Joseph Wehr
Austin, TX
Kevin Yuan
Austin, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started