# Kubence

> Kubence is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 336461
- Filed as: KUBENCE
- Legal name: Kubence LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336461
- AdvisorCensus page: https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461

## Quick answers

**How is Kubence compensated?**
On its Form ADV (Item 5.E, October 2026), Kubence reports these compensation arrangements: a percentage of assets under its management.

**Where is Kubence located?**
Kubence's principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Kubence registered with the SEC or a state?**
Kubence is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336461.

**How much does Kubence manage?**
Kubence reports $570,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Kubence's assets and staff changed since 2025?**
In the Form ADV data for Kubence: Regulatory assets under management: $0 in the October 2025 data and $570,000 in the October 2026 data. Total employees: 4 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kubence serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Which custodians does Kubence use?**
Kubence's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Kubence 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/336461

**Does Kubence state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not have a minimum account size."

**What changed in Kubence's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $650,000 to $570,000 (-12%). Employees performing advisory functions went from 4 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We do not have a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers 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: $570,000
- Discretionary: $570,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $570,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kubence.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | July 14, 2025 |
| October 2026 | $570,000 | 2 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $570,000 in the October 2026 data.
Total employees: 4 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $650,000 to $570,000 (-12%).
- Employees performing advisory functions went from 4 to 2.

### March 2026
- Registered or notice-filed in MD, PA.

### January 2026
- Regulatory assets under management went from $0 to $650,000.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kubence (CRD 336461): Form ADV filing data as of October 2026.