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KINWELL LLC
CRD 290449 · SEC 801-128056
1630 MEETING ST, SUITE 203, CHARLESTON, SC, 29405, United States
Phone
(843) 308-1639
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.7M
Discretionary AUM
$94.3M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $39.1M |
| High net worth individuals | 34 | $54.5M |
| Pension/profit sharing plans | 6 | $120.9M |
States served
GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD