SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Kinetic Investment Management, Inc.
Los Angeles, CA
CRD 283034
Firm filing updated September 28, 2026 ·
- $450.9MAssets
- 31Advisory staff
- 3,326Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,381
- High net worth individuals72
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,381 | $297.8 million |
| High net worth individuals | 72 | $148.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $4.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $789,905 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$450.9 million
- Accounts3,326
- Discretionary$419.3 million · 3,062 accounts
- Non-discretionary$31.6 million · 264 accounts
People
- Employees41
- Advisory staff31
- Broker-dealer reps0
- Licensed insurance agents29
- Planning clients0
Advisors
20 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 283034, SEC file 801-118383.
- Registered with the SEC as an investment advisor (status date on record: April 8, 2020).
Is Kinetic Investment Management, Inc. a fiduciary?
Short answer: Kinetic Investment Management, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
29 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.