KINWELL LLC

KINWELL LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 290449). Regulatory assets under management: $214.7M.

Registration

• CRD: 290449
• SEC file number: 801-128056
• Type: Registered investment adviser
• Location: 1630 MEETING ST, SUITE 203, CHARLESTON, SC, 29405
• Phone: (843) 308-1639
• Latest filing: 2026-03-25
• Regulatory AUM: $214.7M
• Discretionary AUM: $94.3M
• Non-discretionary AUM: $120.4M
• Clients: 2
• Accounts: 130

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search