Kunath Karren Rinne & Atkin LLC logo

Kunath Karren Rinne & Atkin LLC

Updated today

Client AUM

$255,214,098

Clients

61

Advisors

3

of 4 employees

About

Kunath Karren Rinne & Atkin LLC provides investment management and family office services to a broad client mix that includes individuals and high‑net‑worth families, retirement plans, trusts and estates, foundations and charitable institutions, and corporate clients. The firm offers separately managed portfolios across equity, fixed income and cash strategies, plus family office coordination and referrals to tax, estate and other specialists.

KKRA’s investment process emphasizes diversified portfolios constructed from individual securities, ETFs, mutual funds and fixed income, with distinct core and growth equity approaches and defined taxable and tax‑exempt bond strategies that favor shorter maturities and laddering. The firm generally manages accounts on a discretionary basis, employs academic research and position‑weighting for risk control, and provides limited financial planning and regular reviews as part of its client service.

What is noteworthy about KKRA relative to many peers is the combination of institutional and corporate work alongside charitable and individual clients, and the firm’s practice of selecting and overseeing other advisers or managers when appropriate while conducting due diligence on private investments. KKRA also uses a mix of fee arrangements—ongoing percentage‑of‑assets management fees for investment programs and fixed consulting fees for discrete engagements—and obtains research and technology services through broker relationships.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement withdrawal strategies Social Security optimization Charitable giving & philanthropy Cash flow / budgeting

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Fee options

Percentage

$0 - $5,000,000: 1.00% of Assets Managed (Equity & Balanced) $5,100,000 - $10,000,000: 0.85% of Assets Managed (Equity & Balanced) $10,000,001+: Negotiated (Equity & Balanced) $0 - $10,000,000: 0.70% of Assets Managed (Fixed Income) $10,100,000 - $30,000,000: 0.60% of Assets Managed (Fixed Income) $30,000,001+: 0.50% of Assets Managed (Fixed Income) $0 - $10,000,000: 0.30% of Assets Managed (Cash Management) $10,000,000 - $30,000,000: 0.20% of Assets Managed (Cash Management) $30,000,001+: 0.15% of Assets Managed (Cash Management)

Project-based

Partners $500/hour, Staff $250/hour

Other

Account minimum: $1,000,000 Fee-only: Family Office: Minimum $25 million, 1.25% of Assets Managed; Hourly consulting rates: Partners $500/hour, Staff $250/hour

Main office

1000 Second Avenue, Suite 4000

Seattle WA 98104-1054

Advisors at this office

3

Most active in

Washington

Also doing business as

Kunath Karren Rinne & Atkin · Kunath Karren Rinne & Atkin Inc. · Kunath Karren Rinne & Atkin LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bruce R

Seattle, WA

Kunath Karren Rinne & Atkin LLC

Bruce Rinne is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 42 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management to individuals, families, institutions, and offers family office services for very large clients. The firm focuses on building diversified portfolios using a combination of individual securities, ETFs, mutual funds, and third-party managers, with strategies tailored to both equity and fixed income markets.

General retirement planning Retirement withdrawal strategies Social Security optimization Charitable giving & philanthropy Cash flow / budgeting
user avatar

Stephen K

Seattle, WA

Kunath Karren Rinne & Atkin LLC

Stephen Kunath is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 41 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm employs a research-based approach to construct diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers across equity and fixed income, with a focus on tailored strategies and in-state tax-exempt issues.

General retirement planning Retirement withdrawal strategies Social Security optimization Charitable giving & philanthropy Cash flow / budgeting
user avatar

Jeffrey A

Seattle, WA

Kunath Karren Rinne & Atkin LLC

Jeffrey Atkin is a financial advisor at Kunath Karren Rinne & Atkin LLC in Seattle, WA, with 38 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1986. Kunath Karren Rinne & Atkin LLC provides discretionary investment management and family office services to individuals, high-net-worth families, institutions, and corporations. The firm constructs diversified portfolios based on academic research and emphasizes strategies across equity and fixed income, managing approximately $345.6 million with a small client base and a low advisor-to-client ratio.

General retirement planning Retirement withdrawal strategies Social Security optimization Charitable giving & philanthropy Cash flow / budgeting
View complete list of advisors at this firm
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