Kinetic Investment Management, Inc.

RIASEC Registered

Total AUM

$451M

Discretionary

$419M

93% of AUM

Avg account

$136K

Accounts

3,326

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 283034
Registered since: April 8, 2020
Website: www.kineticinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.04%
HNWI32.84%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kinetic Investment Management, Inc. is an independent RIA owned by an individual and registered with the SEC in 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines portfolio management with financial planning and advisory services. Its service mix includes portfolio management for individuals and small businesses, selection and monitoring of third‑party advisers, financial planning, and educational seminars and workshops. Kinetic bills through a mix of percentage‑of‑AUM fees alongside hourly and fixed fee arrangements. The firm does not identify as an active ESG investor and notes relationships across adjacent professions, including accounting, insurance, and real estate brokerage.