# Kinvest Capital Management, Inc.

> Kinvest Capital Management, Inc. is a state-registered investment advisory firm in New York, NY, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 304080
- Filed as: KINVEST CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304080
- AdvisorCensus page: https://advisorcensus.com/firm/kinvest-capital-management-inc-new-york-ny-304080

## Quick answers

**How is Kinvest Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kinvest Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kinvest Capital Management, Inc. located?**
Kinvest Capital Management, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Kinvest Capital Management, Inc. registered with the SEC or a state?**
Kinvest Capital Management, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304080.

**How much does Kinvest Capital Management, Inc. manage?**
Kinvest Capital Management, Inc. reports $3,279,259 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**Does Kinvest Capital 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304080

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,279,259
- Discretionary: $3,279,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,279,259 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinvest Capital Management, Inc. (CRD 304080): Form ADV filing data as of October 2026.