Overview
Assets Under Management: $215 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 34
Average Client Assets: $1.6 million
Frequently Asked Questions
KINWELL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290449), KINWELL LLC is subject to fiduciary duty under federal law.
KINWELL LLC is headquartered in CHARLESTON, SC.
KINWELL LLC serves 34 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, KINWELL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KINWELL LLC manages $215 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, KINWELL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.39%
Average Client Assets: $1.6 million
Total Client Accounts: 130
Discretionary Accounts: 125
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 290449
Filing ID: 2074536
Last Filing Date: 2026-03-25 09:01:15