Kai Xiong has been an investment adviser representative at Tarbox Family Office since April 2023, and is not listed among the firm’s executive officers or direct owners. Kai Xiong holds a Bachelor of Science in Business Administration from the University of California Berkeley.
Tarbox Family Office, Inc. is a Newport Beach, CA firm with $954M under management, 230 clients and 6 advisers in one office, as of its March 2026 filing.
Kai Xiong is Chief Investment Officer of Tarbox Family Office, based in Newport Beach, CA. He helps lead investment strategy, asset allocation and research for the firm. Before Tarbox, he was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios and monitored investment results.
- Tarbox Family Office, Inc.Current– present · 3 yearsNewport Beach, CA · Adviser representative · Firm CRD 106079
Professional designations
Listed by Tarbox Family Office
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Kai Xiong is registered as an investment adviser representative in California, since April 2023.
- CaliforniaSince 10 April 2023
Examinations
No examinations are on Kai Xiong’s record.
- CRD
- 7720813
- Firm
- Tarbox Family Office · CRD 106079
- Office
- 500 NEWPORT CENTER DRIVE, STE 500, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tarbox.com
Where does Kai Xiong work?
Kai Xiong is an investment adviser representative registered through Tarbox Family Office, Inc. since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kai Xiong a financial advisor?
Yes. Kai Xiong has a current investment-adviser registration in California, through Tarbox Family Office since April 2023.
How many years of experience does Kai Xiong have?
Kai Xiong has 3 years in the financial industry, since April 2023, across 1 adviser firm.
Where is Kai Xiong based?
Kai Xiong’s registered office is in Newport Beach, CA.
Is Kai Xiong registered with FINRA?
No. Kai Xiong has no current broker registration.
Is Kai Xiong a CFA charterholder?
Tarbox Family Office lists Kai Xiong with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Kai Xiong’s record?
Search CRD 7720813 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kai Xiong’s full registration record.
