# Kinson Wealth Group LLC

> Kinson Wealth Group LLC 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 30, 2026.

- CRD: 330141
- Filed as: KINSON WEALTH GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330141
- AdvisorCensus page: https://advisorcensus.com/firm/kinson-wealth-group-llc-330141

## Quick answers

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

**Is Kinson Wealth Group LLC registered with the SEC or a state?**
Kinson Wealth Group LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330141.

**How much does Kinson Wealth Group LLC manage?**
Kinson Wealth Group LLC reports $776,883 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Kinson Wealth Group LLC 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/330141

## 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: $776,883
- Discretionary: $776,883
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $10,640 |
| High net worth individuals | Fewer than 5 | $766,243 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

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

### Websites listed on Form ADV (Item 1.I)
- kinsonwealth.com
- kinsonwealthgroup.com
- Facebook facebook.com
- Instagram @kinson.wealth
- LinkedIn @kinsonwealth
- LinkedIn @jeremyratkinson
- X @kinsonwealth
- YouTube @KinsonWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinson Wealth Group LLC (CRD 330141): Form ADV filing data as of October 2026.