Kinwell LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 25, 2026, reports $215M in regulatory assets under management, 2 employees, and 130 accounts.
Assets Under Management
$215M
Employees
2
Offices
--
Total Clients
129
Primary office
CHARLESTON, SC
1630 MEETING ST, SUITE 203, CHARLESTON, SC, United States
Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
89
2
HNWI
26.4%
34
3
Pension Plans
4.7%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 25, 2026
Discretionary43.9%
$94M
44% of total RAUM43.9%
Non-discretionary56.1%
$120M
56% of total RAUM56.1%
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$215M
Total Accounts130
10Y AUM Change+$105M (+95.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee65:1
10Y Employee Change0 (0.0%)
* 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.