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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Beacon frontier
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
About Kenobi Wealth
Kenobi Wealth is an Austin, TX RIA serving Indian American families and professionals in their 30s–40s. The firm offers a membership model with flat monthly fees, combining goal-based financial planning with investment management and portfolio guidance (diversification, risk management, and alternatives such as real estate and private yield funds). Services also include tax planning/filing, insurance review, and estate planning, with quarterly reviews and direct access to founder Anand Narayan.
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Investment Themes
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Owner & Executives
Anand Narayan
Chief Executive Officer
- CRD
- #8044070
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $824,248,929 | 13.2% |
| Equity - Exchange | $549,499,286 | 8.8% |
| U.S. Government/Agency | $986,600,990 | 15.8% |
| Corporate - Investment Grade | $1,161,441,672 | 18.6% |
| Cash | $749,317,208 | 12.0% |
| Private Funds | $799,271,688 | 12.8% |
| Municipal Bonds | $974,112,370 | 15.6% |
| Sovereign Bonds | $199,817,923 | 3.2% |
| Total | $6,244,310,066 | 100.0% |