Kinwell LLC

Kinwell provides ongoing portfolio management to individual and high‑net‑worth clients and offers pension and employee benefit plan consulting for employer‑sponsored plans. The SEC‑registered firm operates with a small advisory team (two advisors) overseeing roughly $215 million in client assets.

The firm implements client‑specific investment policy statements and may manage accounts on a discretionary basis, applying modern portfolio theory and a long‑term trading approach across a wide range of asset types, including funds, ETFs, fixed income, real‑estate funds, annuities, commodities, private placements and venture capital. Kinwell documents risk tolerances, seeks fair allocation of limited‑supply opportunities (such as IPOs), and requires use of its selected custodians for client accounts.

Distinctive features include a formal pension consulting practice that combines asset‑based and fixed‑fee plan services with eligibility criteria that not all peers offer, and a notable split between discretionary and non‑discretionary assets under management. The firm also discloses the use of AI and machine‑learning tools in its operations, may engage third‑party 3(38) managers while retaining oversight, and receives institutional services and research access from its custodial relationships.