Grace Apuy, CFP^®, CDFA^®

If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

AdvisorHub: The 2024 AdvisorHub’s “200 RIAs to Watch” ranking was given in July 2024 and covers the year 2024. KAR did not pay any fees to participate in the ranking; however, KAR has paid fees for a license to reprint the ranking’s logo and to purchase a plaque for the recipient.

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

San Francisco Business Times Largest Wealth Management Firms 2023: The San Francisco Business Times Largest Wealth Management Firms 2023 ranking was issued in April 2023 and covers the year 2023. KAR has not paid fees to the award sponsor to obtain the ranking but has paid fees for relicensing.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.