# Kinwell LLC

> Kinwell LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 290449
- Filed as: KINWELL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290449
- AdvisorCensus page: https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449

## Quick answers

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

**Where is Kinwell LLC located?**
Kinwell LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Kinwell LLC registered with the SEC or a state?**
Kinwell LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 290449.

**How much does Kinwell LLC manage?**
Kinwell LLC reports $214,688,458 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (44% discretionary).

**How have Kinwell LLC's assets and staff changed since 2023?**
In the Form ADV data for Kinwell LLC: Regulatory assets under management: $109,924,764 in the October 2023 data and $214,688,458 in the October 2026 data, up 95%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kinwell LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Kinwell LLC use?**
Kinwell LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Kinwell LLC 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/290449

**What changed in Kinwell LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $192,044,196 to $214,688,458 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust Company

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: $214,688,458
- Discretionary: $94,283,280
- Non-discretionary: $120,405,178

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $39,107,339 |
| High net worth individuals | 34 | $54,513,337 |
| 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) | 6 | $120,938,472 |
| 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 | Fewer than 5 | $129,310 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kinwell.financial
- LinkedIn @kinwell

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $109,924,764 | 2 | June 15, 2023 |
| October 2024 | $148,739,168 | 2 | March 11, 2024 |
| October 2025 | $192,044,196 | 2 | March 19, 2025 |
| October 2026 | $214,688,458 | 2 | March 25, 2026 |

Regulatory assets under management: $109,924,764 in the October 2023 data and $214,688,458 in the October 2026 data, up 95%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $192,044,196 to $214,688,458 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinwell LLC (CRD 290449): Form ADV filing data as of October 2026.