James David Strugger
Investment adviser representative at Kineo Capital LLC
17 yearsExperience
2 statesRegistered in
$65.4MFirm assets
1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Kineo Capital LLCApr 2021 to now
- Predata Inc.Nov 2016 to Apr 2021
- Mkm Partners LLCAug 2009 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Kineo Capital LLC
$65.4MAssets managed
18Clients
3Advisers
1 yearIn 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
- 2924328
- Firm CRD
- 315019