Firm profile

KUNATH KARREN RINNE & ATKIN LLC

SEATTLE, WACRD 104531Latest ADV March 31, 2026

Kunath Karren Rinne & Atkin LLC is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $373M in regulatory assets under management, 4 employees, and 66 accounts.

Assets Under Management
$373M
Employees
4
Offices
--
Total Clients
66
Primary office
SEATTLE, WA
1201 THIRD AVE, #1680, SEATTLE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey Atkin

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 59.1% of total clients.
Top client categories% of clientsClients
1
HNWI
59.1%
39
2
Individuals
33.3%
22
3
Corporations
6.1%
4
4
Charitable
1.5%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$373Mas of March 31, 2026
Discretionary100.0%
$373M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$373M
Total Accounts66
10Y AUM Change$-769M (-67.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee17:1
10Y Employee Change-4 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.