AUMdb
BK

Bryan K. Chin & Co. Asset Management Inc.

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 111548 · Newport Beach, CA
☆ Save with Pro ADV data as of Feb 25, 2026
Regulatory AUM
$2.0K
Discretionary
$0
Clients
Avg AUM / client
Accounts
1
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Corporations and other businesses Fewer than 5 clients $2.0K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Bryan Kyowook Chin Registered representative Mar 1997 (29y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/25/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.

View current Form ADV (SEC/IAPD) ↗