Andrew Kent Toolson
Investment adviser representative at Kinetic Investment Management, Inc.
11 yearsExperience
1 stateRegistered in
$450.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Kinetic Investment Management, Inc.Feb 2025 to now
- Toolson Capital Management LLCFeb 2025 to now
- UberOct 2019 to now
- Verity Asset ManagementNov 2023 to Feb 2024
- Teachers PensionAug 2023 to Mar 2024
- Andi's Markets Inc.Oct 2021 to Feb 2024
- UnemployedJul 2020 to Feb 2021
- Eventide Management PartnersSep 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2242018
- Firm CRD
- 283034