# Kinetic Financial

> Kinetic Financial is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2025.

- CRD: 331142
- Filed as: KINETIC FINANCIAL
- Legal name: Kinetic Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 25, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331142
- AdvisorCensus page: https://advisorcensus.com/firm/kinetic-financial-331142

## Quick answers

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

**Is Kinetic Financial registered with the SEC or a state?**
Kinetic Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331142.

**How much does Kinetic Financial manage?**
Kinetic Financial reports $1,105,615 in regulatory assets under management in its Form ADV filing dated March 25, 2025 (90% discretionary).

**What types of clients does Kinetic Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1).

**Does Kinetic Financial 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/331142

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,105,615
- Discretionary: $997,870
- Non-discretionary: $107,745

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $145,052 |
| High net worth individuals | 1 | $960,563 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- app.rightcapital.com/account/sign-up
- kineticfinancial.net
- Instagram @kinetic_financial_
- LinkedIn @kineticfinancial
- Pinterest @Kinetic_Financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinetic Financial (CRD 331142): Form ADV filing data as of October 2026.