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CFP

Benjamin Huston

Kayne Anderson Rudnick Investment Management, LLC
17 Years of Experience
Mt. Pleasant, SC
View SEC Summary
View SEC Summary

Benjamin Huston is a CFP-designated registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Mt. Pleasant, SC, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24,735 clients with $39B in assets under management.

Kayne Anderson Rudnick Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
24,735 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.60%

Fees are negotiable. Minimum annual fee of $10,000 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1240 Winnowing Way, Suite 102, Mt. Pleasant, SC, 29466

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Focus Partners Wealth, LLC
August 2024 - July 2025 · 11 mos
Gratus Capital, LLC
July 2024 - December 2024 · 5 mos
Mariner Wealth
September 2023 - June 2024 · 9 mos
Fisher Investments
June 2017 - June 2023 · 6 yrs
Strategic Advisers, INC.
September 2011 - June 2017 · 5 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2011 - May 2017 · 6 yrs 2 mos
Wells Investment Securities,inc.Broker
January 2011 - February 2011 · 1 mo
Morgan Keegan & Company, INC.
September 2008 - May 2009 · 8 mos
Morgan Keegan & Company, INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
North Coast Securities CorporationBroker
April 2007 - May 2008 · 1 yr 1 mo
State Registrations2 states
CASC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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