LOS ANGELES, CACRD 283034Latest ADV April 28, 2026
Kinetic Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 28, 2026, reports $451M in regulatory assets under management, 34 employees, 16 offices, and 3,326 accounts.
Assets Under Management
$451M
Employees
34
Offices
16 offices
Total Clients
1,460
Primary office
LOS ANGELES, CA
633 W 5TH STREET, SUITE 1050, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
1,381
2
HNWI
4.9%
72
3
Pension Plans
0.3%
4
4
Corporations
0.2%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of April 28, 2026
Discretionary93.0%
$419M
93% of total RAUM93.0%
Non-discretionary7.0%
$32M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$451M
Total Accounts3,326
10Y AUM Change+$351M (+349.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee43:1
10Y Employee Change+26 (+325.0%)
* 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.