# Kinetic Investment Management, Inc.

> Kinetic Investment Management, Inc. is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 283034
- Filed as: KINETIC INVESTMENT MANAGEMENT, INC.
- Also doing business as: 300 FINANCIAL GROUP, AMT WEALTH GROUP, BIGGS FINANCIAL SERVICES, FS2 FINANCIAL SERVICES, KANANI ADVISORY GROUP INC., KANANI FINANCIAL & INSURANCE SERVICES, INC., KINETIC AGENCY, KINETIC FINANCIAL, LUCAS WEALTH AND RETIREMENT, MAXGUARD WEALTH, OZMENT AGENCY, PRECISE FINANCIAL SOLUTIONS, PROVOST FINANCIAL SERVICES, RETIREMENT TRANSITIONS LLC, RIDGEMONT CAPITAL, RTA & ASSOCIATES, STEVEN MICHAEL FINANCIAL GROUP, TERRA FIRMA FINANCIAL ADVISORY, THRIVERIGHT FINANCIAL GROUP, LLC, TOOLSON CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283034
- AdvisorCensus page: https://advisorcensus.com/firm/kinetic-investment-management-inc-los-angeles-ca-283034

## Quick answers

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

**How much does Kinetic Investment Management, Inc. charge?**
Its Form ADV Part 2A brochure dated April 9, 2026 states: Flat fee: $1,000 to $10,000 (creating a financial plan); Flat fee: $1,000 (Client Services and Written Reports); Flat fee: $10,000 (Client Services and Written Reports). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kinetic Investment Management, Inc. located?**
Kinetic Investment Management, Inc.'s principal office is in Los Angeles, CA, according to its Form ADV; the October 2026 filing also lists 18 other offices (Schedule D, Section 1.F).

**Is Kinetic Investment Management, Inc. registered with the SEC or a state?**
Kinetic Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 283034.

**How much does Kinetic Investment Management, Inc. manage?**
Kinetic Investment Management, Inc. reports $450,922,928 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (93% discretionary).

**How have Kinetic Investment Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Kinetic Investment Management, Inc.: Regulatory assets under management: $136,819,333 in the October 2021 data and $450,922,928 in the October 2026 data, up 230%. Total employees: 16 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kinetic Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,381); high net worth individuals (72); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Kinetic Investment Management, Inc. use?**
Kinetic Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Kinetic Investment Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283034

**Does Kinetic Investment Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 9, 2026 says: "There is no account minimum for any of our services."

**What changed in Kinetic Investment Management, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 30 to 31. Registered or notice-filed in SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Account minimum: None

> There is no account minimum for any of our services.

- Flat fee: $1,000 to $10,000 (creating a financial plan)

> The negotiated fixed rate for creating a financial plan for a client is between $1,000 and $10,000.

- Flat fee: $1,000 (Client Services and Written Reports)

> Fixed Fees Tier one - $1,000 Client Services

- Flat fee: $10,000 (Client Services and Written Reports)

> The negotiated fixed rate for creating a financial plan for a client is between $1,000 and $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $450,922,928
- Discretionary: $419,277,695
- Non-discretionary: $31,645,233

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,381 | $297,779,612 |
| High net worth individuals | 72 | $148,076,099 |
| 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) | 4 | $4,277,312 |
| 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 | 3 | $789,905 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 41 total, 31 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Bowling Green, KY
- Charlotte, FL
- Culver City, CA
- Glendale, CA
- Hampton, NH
- Irvine, CA
- Laconia, NH
- Lehi, UT
- Los Angeles, CA
- Manchester, NH
- Oak Brook, IL
- Pasadena, CA
- Princeton, NJ
- Rancho Cucamonga, CA
- The Woodlands, TX
- Tulsa, OK
- Upland, CA

### Websites listed on Form ADV (Item 1.I)
- [kineticagency.com](https://kineticagency.com)
- [kineticagency.com/blog](https://kineticagency.com/blog)
- [kineticfinancial.com](https://kineticfinancial.com)
- [kineticfinancial.com/articles](https://kineticfinancial.com/articles)
- [kineticinvestment.com](https://kineticinvestment.com)
- Facebook @Kinetic-Investment-Management-105931721751985
- Facebook @KineticAgency1
- Facebook @kineticfinancial
- Instagram @kineticagency
- Instagram @kineticfinancial
- LinkedIn @kinetic-agency
- LinkedIn @kinetic-financial
- LinkedIn @kinetic-investment
- X @kineticagency
- X @kinfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,819,333 | 16 | October 1, 2021 |
| October 2022 | $260,558,272 | 20 | August 19, 2022 |
| October 2023 | $249,308,919 | 27 | September 1, 2023 |
| October 2024 | $343,579,081 | 25 | July 11, 2024 |
| October 2025 | $348,218,341 | 30 | July 25, 2025 |
| October 2026 | $450,922,928 | 41 | September 28, 2026 |

Regulatory assets under management: $136,819,333 in the October 2021 data and $450,922,928 in the October 2026 data, up 230%.
Total employees: 16 in October 2021 and 41 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 30 to 31.
- Registered or notice-filed in SC.

### September 2026
- No longer lists the business name Cotter Financial Group LLC.
- Employees performing advisory functions went from 31 to 30.
- No longer lists an office in Coconut Creek, FL.

### August 2026
- Added the business name Ridgemont Capital.
- Employees performing advisory functions went from 29 to 31.
- Added an office in Pasadena, CA.
- Added an office in Rancho Cucamonga, CA.
- No longer lists an office in Chino Hills, CA.

### July 2026
- Added the business name AMT Wealth Group.

### June 2026
- Added the business name Steven Michael Financial Group.
- Added the business name Lucas Wealth and Retirement.
- Employees performing advisory functions went from 24 to 29.
- Added an office in Austin, TX.
- Added an office in The Woodlands, TX.
- Added an office in Upland, CA.

### May 2026
- Added the business name Kanani Financial & Insurance Services, Inc..
- Added the business name Kanani Advisory Group Inc..
- Employees performing advisory functions went from 21 to 24.
- Added an office in Irvine, CA.

### April 2026
- No longer lists the business name Bussenger Financial Group.
- Regulatory assets under management went from $348,218,341 to $450,922,928 (+29%).
- No longer lists an office in Deer Park, IL.
- Registered or notice-filed in AR, GA, NV, VA, WA.

### March 2026
- No longer lists the business name Capital Insurance Group.
- No longer lists the business name Baldwin Financial Group.
- Added the business name 300 Financial Group.
- Employees performing advisory functions went from 20 to 21.
- Added an office in Culver City, CA.
- No longer lists an office in Louisville, KY.

### January 2026
- Employees performing advisory functions went from 19 to 20.
- Added the business name Precise Financial Solutions.
- Added an office in Charlotte, FL.

### December 2025
- Employees performing advisory functions went from 18 to 19.

### November 2025
- No longer lists the business name Bettrlife Financial Services LLC.
- No longer lists an office in Naples, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinetic Investment Management, Inc. (CRD 283034): Form ADV filing data as of October 2026.