# KINWELL LLC

KINWELL LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 290449
- Type: SEC-registered investment adviser
- SEC file number: 801-128056
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Louis Carlson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Matt Dayton Ritt | MEMBER | — |
| CARLSON JAMES LOUIS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| RITT MATT DAYTON | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290449/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290449/similar
- Related entities: https://search.stillhousedata.com/firm/290449/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290449

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.