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KIAN CAPITAL PARTNERS, LLC

CHARLOTTE, NC · CRD 329179 · IAPD ↗ · kiancapital.com · 704-943-2500

$1.10BRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — KIAN CAPITAL PARTNERS, LLC now reports custody of client assets ($875.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — KIAN CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($985.9M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
April 2025 — KIAN CAPITAL PARTNERS, LLC reported RAUM up 66% ($594.6M -> $985.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
November 2024 — KIAN CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($263.3M -> $594.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
October 2024 — KIAN CAPITAL PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
September 2024 — KIAN CAPITAL PARTNERS, LLC now reports 2 private fund(s) ($263.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — KIAN CAPITAL PARTNERS, LLC (CHARLOTTE, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.