# Kimberlite Financial Services Limited Liability Co.

> Kimberlite Financial Services Limited Liability Co. is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated July 24, 2026.

- CRD: 342159
- Filed as: KIMBERLITE FINANCIAL SERVICES LIMITED LIABILITY CO.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342159
- AdvisorCensus page: https://advisorcensus.com/firm/kimberlite-financial-services-limited-liability-co-342159

## Quick answers

**How is Kimberlite Financial Services Limited Liability Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Kimberlite Financial Services Limited Liability Co. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Is Kimberlite Financial Services Limited Liability Co. registered with the SEC or a state?**
Kimberlite Financial Services Limited Liability Co. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342159.

**Does Kimberlite Financial Services Limited Liability Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342159

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kimberlitefinancial.com
- LinkedIn @kimberlite-financial-services
- LinkedIn @ryan-hammett-5b803a288
- X @home @kimberliteFS
- YouTube @KimberliteFinancialServices

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kimberlite Financial Services Limited Liability Co. (CRD 342159): Form ADV filing data as of October 2026.