Kyur, Inc.
- Regulatory AUM
- $9.9M
- Discretionary
- $9.9M
- Clients
- 15
- Avg AUM / client
- $663K
- Accounts
- 33
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $9.9M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nguyen, Nhung, T | Minority Owner | Dec 2011 (15y) | ≈ 18.75% – 50% via Pinehill Capital Llc | |
| Vinh Quang Tran | Owner | Dec 2011 (15y) | ≈ 37.5% – 75% via Pinehill Capital Llc | |
| Thuy Tran | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pinehill Capital Llc | Owner | Apr 2016 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nguyen, Nhung, T: 25% – 50% of Pinehill Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Vinh Quang Tran: 50% – 75% of Pinehill Capital Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 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
Reported custodians
- Interactive Brokers $1.3M (13% of AUM) Mar 2026
- Fidelity Brokerage Services $600K (16% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗