A complete list of active advisors currently associated with Kinetic Investment Management, Inc.
Warmer can help you find a great advisor at Kinetic Investment Management, Inc. or one who fits your needs even better.
Kinetic Investment Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities with ongoing portfolio management, financial planning, and sub‑advisory/back‑office services. The firm also offers occasional educational seminars and workshops for prospective and ongoing clients and advises across a broad set of asset types, including real estate and non‑traded real estate investments. The firm develops Investment Policy Statements to document client goals and risk tolerance and typically provides discretionary management using a mix of analytical methods (fundamental, technical, quantitative, qualitative, charting, and cyclical) and a primarily long‑term trading approach. Kinetic may allocate portions of client portfolios to higher‑risk, potentially illiquid investments (for example, non‑traded REITs and energy MLPs) when appropriate, and it directs clients to internally managed strategies or to third‑party advisers on its platform. Kinetic is notable among peers for operating from multiple offices (16) and for providing formal sub‑advisory and administrative services to other RIAs while sharing platform fees with certain third‑party managers. The brochure also discloses that some personnel are licensed insurance agents and accountants and that the firm uses disclosure, a Code of Ethics, and compliance procedures to address related conflicts of interest; it also recommends a specific custodian (Fidelity) as part of its service model.
To learn more about the advisors currently working at Kinetic Investment Management, Inc., 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.
You can also browse Kinetic Investment Management, Inc.'s office locations.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)