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KINWELL LLC
CRD 290449File 801-128056
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.7M
Below cohort median (national)
Discretionary AUM
$94.3M
Non-discretionary $120.4M
Clients
129
130 accounts
Employees
2
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 26, 2023
- Principal office
- 1630 MEETING ST, SUITE 203, CHARLESTON, SC, 29405
- Phone
- (843) 308-1639
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.7M
- Discretionary AUM
- $94.3M
- Non-discretionary AUM
- $120.4M
- Discretionary accounts
- 125
- Non-discretionary accounts
- 5
- Total accounts
- 130
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $129K |
| High net worth individuals | 34 | $54.5M |
| Pension and profit sharing plans | 6 | $120.9M |
| Individuals (other than high net worth individuals) | 89 | $39.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.