Kindred Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kindred Financial LLC is an independent, single‑advisor Registered Investment Adviser managing roughly $25.5 million for about 74 clients. The firm provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations or business entities, and also advises insurance companies and pension/profit‑sharing plans.
Kindred creates an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management, using model allocations and tailored recommendations. Its investment process combines charting, cyclical and technical analysis with fundamental, quantitative methods and modern portfolio theory, and the firm typically implements portfolios with mutual funds, fixed‑income securities, REITs, ETFs (including precious‑metal ETFs), annuities and TIPS.
What is distinctive about Kindred is its client mix: serving insurance company clients and retirement plan clients is uncommon for a solo independent adviser. The firm requires clients to custody assets at Altruist (and discloses receipt of soft‑dollar research/services through its broker relationship) and the principal maintains a small, non‑investment woodworking sideline.
Client services
Expertise
Fee options
$500 to $5,000 fixed fee for financial planning
$0 - $2,000,000: 0.95% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.25%
Main office
200 Union Blvd, Suite 200
Lakewood CO 80226
Advisors at this office
1
Most active in
Colorado
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
Quick links
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