Learning from Our Peers
KAR established KAR University—interactive, peer-to-peer educational sessions focused on expanding employee knowledge through the expertise of KAR’s professionals.
Connecting to Community
KAR employees participated in the Susan G. Komen MORE THAN PINK Walk, raising breast
cancer awareness, and demonstrating KAR’s commitment to strengthening local philanthropy.
Celebrating Diversity
KAR hosted a client-sponsored event observing Women’s History Month and celebrating female
leaders.
Sharing Our Traditions
KAR organized lunches to celebrate Juneteenth, Diwali and other historic and cultural
events—highlighting the firm’s focus on building a warm, diverse, and inclusive environment.
Creating Special Memories
KAR celebrated Halloween with its annual KARve Off, a pumpkin carving contest that engages employees and their children in spirited, seasonal fun
Pictured: Our first KARve Off winner, Chris Wright.
Showcasing Our Talents
KAR initiated its annual ping pong tournament, offering employees a friendly competition and a chance to show some serious skill.
Pictured: Our first ping pong tournament winner, Hyung Kim.
Bringing the Fun
KAR instituted its inaugural doubles foosball tournament, fostering teamwork, camaraderie, and a joy-filled community vibe.
Pictured: Our first doubles foosball tournament winners, Alex Mansfield and Chris Armbruster.
Upping Our Game
KAR hosted a lively sports competition, giving employees a chance to shine both in the workplace and beyond.
By the Numbers
Leadership Roles Held by Women
assets under management
1989
1999
2009
2019
2024
$67.9 Billion
Ethnicity
56%
7%
8%
28%
Caucasian
Hispanic / Latino
Asian
African American
Languages spoken
20
Top Four Languages Spoken at KAR (other than English)
  • Chinese
  • French
  • Korean
  • Spanish
Number of Employees
2014
2024
121
23
Investment Professionals
32
Wealth Management Professionals
Investment Strategies
1984
1994
2004
2014
2024
24 strategies

Disclosure: Above information is as of December 31, 2024.

Awards and Recognitions
#7 on Top RIA List

2024, by Forbes
#3 Independent Advisor

2024, by Barron’s
(#1 in 2017-2020, 2022)
Ranked in the Top 10 (2013-2024)
Best Firm Culture — Large Firms

2022, by Private Asset Management (PAM) Awards
Largest Bay Area Wealth Management Firms

2016-2022, by San Francisco Business Times

Top Wealth Managers in the Bay Area (2016-2017)
Top Guns Award

Manager of the Decade
(KAR Small Cap Core, Small Cap Growth, Small-Mid Cap Core, Small-Mid Cap Quality Value,
Mid Cap Core)

2022-2023, by Informa
Financial Intelligence
#12 Largest Asset Managers in Los Angeles Area

2016-2024, by Los Angeles Business Journal

Best Corporate Social Responsibility Programme – Americas

2022, by Wealth Briefing
We take pride in your partnership and are grateful for your continued confidence and trust. Here’s to another 40 years of providing you with exceptional service and measurable success.
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