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Kosmin Wealth Management

Beachwood, OHState-registered investment adviserCRD 298138

Filed as KOSMIN WEALTH MANAGEMENT · Legal name Mdogg Inc

Kosmin Wealth Management is a state-registered investment advisory firm in Beachwood, OH, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

7 years

registered since 2018

$17,575,022

assets under management

4 arrangements

Percentage of assets, Hourly and more

None

disclosure items (Item 11)

Quick answers

From the filing

How is Kosmin Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), Kosmin Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

Where is Kosmin Wealth Management located?

Kosmin Wealth Management's principal office is in Beachwood, OH, according to its Form ADV.

Is Kosmin Wealth Management registered with the SEC or a state?

Kosmin Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298138.

How much does Kosmin Wealth Management manage?

Kosmin Wealth Management reports $17,575,022 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (86% discretionary).

What types of clients does Kosmin Wealth Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (16).

Does Kosmin Wealth Management 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/298138

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$17,575,022

$17,575,022 as of October 2026, filing dated March 19, 2026.

Discretionary: $15,165,305.Non-discretionary: $2,409,717.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 80 Assets $11,580,266 (66%)

High net worth individuals

Clients 16 Assets $5,994,756 (34%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

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)

Registration and firm details

Items 1, 2, 5

Legal name: Mdogg Inc
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2018 (7 years)
Employees: Total: 4. Performing investment advisory functions: 1.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

OH

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kosmin Wealth Management (CRD 298138): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138