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EK

Ethan Kwon

DIMENSIONAL FUND ADVISORS LP
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 7987413
EK
Ethan KwonDIMENSIONAL FUND ADVISORS LP

Professional summary

Ethan Kwon, who also goes by Ethan S Kwon, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ethan has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Ethan S Kwon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Kwon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 9, 2026 - Present

DIMENSIONAL FUND ADVISORS LP

Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746
RIA
CRD#: 106482
AUSTIN, TX
Past

October 14, 2024 - June 15, 2026

BRIGHT ROAD WEALTH MANAGEMENT, LLC

RIA
CRD#: 164408
Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DF
DIMENSIONAL FUND ADVISORS LP
DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA
Registered Investment Advisory firm - (8/26/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/12/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/21/2026
Securities Industry Essentials Examination

Current Firm

DF
DIMENSIONAL FUND ADVISORS LP
DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA
Registered Investment Advisory firm - (8/26/1981 Approved)
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Contact information

Main Address
6300 Bee Cave Road Building One, Austin, TX 78746
Mailing Address
Phone number
(512) 306-7400
Established
Firm type
Fiscal year end
# of Employees
1,135

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DIMENSIONAL FUND ADVISORS LP FORM ADV PART 2A - ANNUAL AMENDMENT DATED MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,611
AUM (Assets Under Management)$ 835,713,261,770

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIMENSIONAL FUND ADVISORS LP

CRD#: 106482Austin, TX 78746

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