$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2025
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About HN Buss Investing
HN Buss Investing is an independent RIA based in Southern California serving clients nationwide. The firm provides fee-based portfolio management and personalized investment advice, emphasizing long-term fiduciary relationships and a disciplined, benchmark-aware process. Public profile data indicates an ETF-heavy allocation with some municipal bond exposure, and custody through LPL Financial.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$103.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KARA L BUSS
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #5770951
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,245,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,245,902 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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