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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
About Kyur, Inc.
KYUR, Inc. is an SEC-registered RIA in Newport Beach, CA offering risk-controlled, quantitative equity portfolio management and planning support. Using its proprietary PMO (Post Mean-Variance Optimization) engine, the firm builds customized portfolios and runs Alpha Growth, Total Wealth (multi-strategy), and Pure Alpha (long/short). Serves investors from HNW families to institutions; custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Between September 22, 2022 and March 14, 2023, reported AUM increased 7.6%, from $3.5M to $3.7M.
Across 5 reported observations, AUM increased 86.5% between September 24, 2019 and March 14, 2023, from $2.0M to $3.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 15 clients, or 7.5 clients per representative. That equates to $662.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kyur, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VINH QUANG TRAN
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, PRINCIPAL
- CRD
- #1839412
- Ownership
- 5% but less than 10%
Showing 1 of 1 owners & executives
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THUY TRAN
Partner
- CRD
- #6302554
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,938,000 | $248,600 |
| Non-Discretionary | $0 | -- |
| Total | $9,938,000 | $248,600 |
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Separately Managed Accounts
SMA allocation detail is available
Kyur, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.