Kin Stewards LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kin Stewards LLC is an independent, state-registered investment adviser that provides discretionary portfolio management and standalone financial planning and consulting for individuals, high-net-worth clients, trusts, retirement plans and business entities. Services described in the brochure include comprehensive investment management plus planning work that can cover retirement and estate planning, tax and corporate-structure analysis, real estate analysis and cost-segregation studies.
The firm’s investment process blends fundamental analysis and Modern Portfolio Theory with a mix of individual equities, bonds, mutual funds, ETFs, options and private securities, and accounts are monitored and rebalanced on an ongoing basis to align with clients’ objectives and risk tolerances. It delivers tailored planning engagements alongside ongoing portfolio management and treats cash and cash equivalents as an asset class that may be incorporated into client allocations.
What is distinctive for this firm is its very small scale and recent start-up status: it operates as a single-advisor practice with roughly $3.4 million in regulatory assets under management and a very limited client base, and the firm recently shifted from SEC to California state registration. The brochure also highlights the principal’s institutional portfolio-management background and CFA credential and a broader set of business-oriented planning services (for example, corporate-structure and cost-segregation analysis) that go beyond the typical retail-focused offering for a firm of this size.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services not exceeding $20,000
Maximum annual fee not to exceed 1.00%, billed monthly in arrears on a pro-rata basis
Up to $500 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting fees charged on an hourly basis up to $500/hour and flat fees up to $20,000
Main office
La Crescenta CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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