Kinnect Advisor Group, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 327978
- Website
- www.fmgwebsites.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kinnect Advisor Group, L.L.C. is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm positions itself as a capital allocator: portfolio construction centers on pooled public funds and mutual funds while the firm also brings third‑party managers into client portfolios for specific alternative exposures. Kinnect Advisor Group, L.L.C. provides financial planning, ongoing portfolio management for individuals and small businesses, adviser selection services, and educational seminars and workshops. Its business activities include acting as an insurance broker and offering other financial products in addition to advisory services. The firm does not identify as an active ESG investor and operates as a single‑state adviser. Given its size and client profile, the investment approach appears centered on diversified, professionally managed fund solutions rather than large direct holdings or in‑house alternative asset management. Kinnect Advisor Group, L.L.C. will use outside managers when specialized strategies or private fund access is required, and it incorporates insurance products into client plans where appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities26%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Matthew Hoskins
PresidentCRD 5226195
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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