A complete list of active advisors currently associated with Kava Financial LLC
Warmer can help you find a great advisor at Kava Financial LLC or one who fits your needs even better.
Kava Financial LLC provides discretionary portfolio management and financial planning services to individuals and high‑net‑worth individuals. The firm states it prepares an Investment Policy Statement for each client and, as of March 2026, reported $0 in assets under management and no client accounts. Kava’s investment process centers on documented client goals and discretionary authority to implement trades, using a mix of analysis methods — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — across long‑ and short‑term strategies. Portfolios generally include mutual funds, equities, fixed‑income securities and ETFs (including precious‑metal ETFs), and clients receive regular monitoring with quarterly custodian reports. Noteworthy differences from many peers include the firm’s offering of periodic, free educational seminars and workshops and its requirement that clients use Fidelity Brokerage Services LLC as custodian. The brochure also discloses that Kava does not aggregate block trades for multiple clients and delivers financial planning typically as a one‑time engagement unless additional services are requested.
To learn more about the advisors currently working at Kava Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northville, MI
| 0
| |
Northville, MI
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")