Kubence

RIASEC RegisteredEst. 2025
Total AUM
$570K
Discretionary
$570K
100% of AUM
Avg account
$570K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
336461
Registered since
July 14, 2025
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kubence is an independent registered investment adviser organized as an LLC and reporting SEC registration in 2025. The firm is owned by an individual and positions itself as a fee-based wealth manager for individual and family clients, charging a percentage of assets under management. Its advisory mandate covers portfolio management for individuals and small businesses as well as for businesses or institutions. Kubence reports it is not an active ESG investor and does not function as a capital allocator; it also lists roles tied to pooled vehicles, including acting as an adviser/sponsor and as a general partner or managing member.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 35%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 28%, Exchange Traded Equities 4%35%
  • US Government Bonds35%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities4%

Owners & executives

1 of 1
  • Mark Lutz

    Chief Compliance OfficerCRD 6750020

Contacts

1 of 1
  • Sanjay Tolia

    Sanjay Tolia

    PresidentCRD 5238748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth