KINWELL LLC
Adviser information for KINWELL LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 363 | $81.3M |
| Non-Discretionary | 2 | $67.4M |
| Total | 365 | $148.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $20.8M |
| HNW Individuals | 94 | $39.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $88.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128056 |
|---|---|
| SEC ERA File Number | 801-128056 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290449 |
| Legal Entity Identifier | None |
Principal Office
1630 MEETING STSUITE 203
CHARLESTON
SC
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (843) 308-1639, Fax: N/A
Chief Compliance Officer
JAMES LOUIS CARLSON
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
1630 MEETING ST
SUITE 203
CHARLESTON
SC
United States
Tel:
(843) 308-1639
Fax:
N/A
J************@****************L
(Full email address available in API data)
Regulatory Contact
JILL VEENSTRA
COMPLIANCE CONSULTANT
44 MILTON AVENUE
#314
ALPHARETTA
GA
United States
Tel:
770-462-2118
C*********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARLSON, JAMES, LOUIS | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2017 | 50-75% |
| RITT, MATT, DAYTON | Individual | – | MEMBER | 09/2017 | 25-50% |