KINSON WEALTH GROUP LLC

KINSON WEALTH GROUP LLC is an SEC-registered investment adviser (CRD 330141). Regulatory assets under management: $777K.

Registration

• CRD: 330141
• Type: Registered investment adviser
• Phone: (502) 612-0052
• Latest filing: 2026-03-30
• Regulatory AUM: $777K
• Discretionary AUM: $777K
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330141 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search