K
Kevin Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kevin Investments is a newly formed advisory firm that provides financial planning and investment planning services to individuals and high-net-worth clients. Although registered as an investment manager, the firm reports no assets under management and focuses on delivering written, tailored financial plans rather than ongoing discretionary portfolio management.
The firm’s investment approach emphasizes passive index funds and ETFs as core holdings with modest allocations to higher‑growth asset types and, for certain clients, limited exposure to cryptocurrencies; it uses a range of analytical methods including modern portfolio theory, quantitative, fundamental, technical, and cyclical analysis to shape recommendations. Services are generally delivered as one‑time, client‑specific plans and Kevin Investments does not assume trading discretion or custody of client assets, leaving implementation and custodial arrangements to the client.
Compared with many investment‑manager peers, Kevin Investments bills clients on a fixed‑fee or hourly basis instead of using a percentage‑of‑AUM fee model and does not engage in trading client accounts. The firm is operated by a single management person, was recently established, and documents conflicts and personal trading through a written code of ethics and related policies.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Debt management
General retirement planning
Passive / index investing
Fee options
Fixed fees between $1,000 and $10,000 for financial plans
Between $300 and $600 per hour
Fee-only: Fixed fees between $1,000 and $10,000; hourly fees between $300 and $600
Main office location
Kevin Investments
8635 W Hillsborough Ave, #148
Tampa FL 33607, United States
Number of offices
1
Most active in
Kevin Investments has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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