KEVIN INVESTMENTS

Overview

Kevin Investments is organized as a limited liability company owned by an individual and positions itself as a fee-for-service financial planning firm rather than a traditional asset manager. The firm’s advisory activities are limited to financial planning services and its stated fee model is hourly and fixed fees, which points to a consultative engagement style instead of discretionary portfolio management. Kevin Investments is not registered as a multi-state adviser, does not identify as a capital allocator, and reports no active ESG investing program. On the investment side, the firm relies on third-party products rather than operating as an allocator or running pooled investment vehicles. Its stated product usage includes mutual funds for core exposures and allocations to alternative strategies—specifically real estate and digital currency—through external managers or vehicles. That mix suggests a planning-first approach that supplements client portfolios with both traditional fund-based solutions and select non-traditional exposures when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices