Kinwell LLC
● SEC registered since 2023CRD 290449SEC# 801-128056Charleston, SC
Reg. AUM
$214.7M
Employees
2
Accounts
130
Location
Charleston, SC
Kinwell LLC assets under management
Kinwell LLC is an investment advisory firm registered with the SEC based in Charleston, SC. The firm has been registered since 2023. It reports $214.7 million in regulatory assets under management and employs 2 people.
Kinwell LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Louis Carlson Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
| Matt Dayton Ritt Control | Member | 25-50% | 2017 |
Frequently asked questions
How much does Kinwell LLC manage?
Kinwell LLC reports $214.7 million in regulatory assets under management on its Form ADV.
How many employees does Kinwell LLC have?
Kinwell LLC reports 2 employees.
Where is Kinwell LLC located?
Kinwell LLC is based in Charleston, SC and has been SEC-registered since 2023.
Does Kinwell LLC disclose fund performance?
Kinwell LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1630 Meeting St, Suite 203, Charleston, SC 29405 |
| Phone | (843) 308-1639 |
| Fax | N/A |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$214.7Mregulatory AUM
Discretionary $94.3MNon-discretionary $120.4M