Kinwell Llc
- Regulatory AUM
- $215M
- Discretionary
- $94.3M
- Clients
- 129
- Avg AUM / client
- $1.7M
- Accounts
- 130
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $39.1M | 18.2% |
| High net worth individuals | 34 | $54.5M | 25.4% |
| Pension and profit sharing plans | 6 | $121M | 56.3% |
| Corporations and other businesses | Fewer than 5 clients | $129K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hudson Automotive Group 401(k) Retirement Plan Hudson Automotive Group | 2024 | |
| Atlanta Heart Specialists, Llc 401(k) Plan Atlanta Heart Specialists, Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Louis Carlson | Managing Member & Chief Compliance Officer | Sep 2017 (9y) | 50% – 75% | |
| Matthew Dayton Ritt | Member | CFP | Sep 2017 (9y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hudson Automotive Group 401(k) Retirement Plan | Hudson Automotive Group | 3,271 | $92.3M | 01/01/2024 |
| Atlanta Heart Specialists, Llc 401(k) Plan | Atlanta Heart Specialists, Llc | 105 | $20.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Empower Trust Co $119M (56% of AUM) Mar 2026
- Charles Schwab & Co. $93.7M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗