Stephen
Smith

Kayne Anderson Capital Advisors Lp

CRD#4007321
Investment Advisor
in Houston, TX

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About this Advisor

Stephen Smith is a financial advisor based in Houston, Texas, working with Kayne Anderson Capital Advisors Lp. Stephen has previously held a position at Kayne Anderson Capital Advisors, L.P. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Stephen is part of Kayne Anderson Capital Advisors Lp, which operates out of Houston, Texas. The firm has 6 offices and 301 employees. The firm manages assets totaling $31.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Kayne Anderson Capital Advisors Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, 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

Office Location

717 Texas Avenue 22Nd Floor
Houston, TX 77002

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Kayne Anderson Capital Advisors Lp Brokerage Details

Total Assets Under Management

$31,722,176,000

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

301

TX Average: 49
Total Number of Accounts

122

TX Average: 2,315
Average Account Size

$260,017,836

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Stephen Smith Work History

2002 - Present (23 years)

Kayne Anderson Capital Advisors, L.P

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Smith 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

Ara Ghazarian
Houston, TX
James Baker
Houston, TX
Stephen Smith
Houston, TX
John Frey
Houston, TX
Daniel Weingeist
Houston, TX
Richard Kayne
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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