KIN Stewards LLC
Firm details
- Headquarters
- ,
- CRD number
- 340120
- Registered since
- January 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KIN Stewards LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individual and family clients and also serves small-business accounts. Its fee arrangements include asset-based fees, hourly rates and fixed fees. KIN Stewards identifies as an active ESG investor and reports managing client assets on a single-state basis. The adviser is SEC-registered (2026) and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- State & Local Bonds41%
- Investment Grade Corp Bonds14%
Owners & executives
1 of 1Brian Kim
CEO, Chief Compliance OfficerCRD 6188720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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