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Justin Michael Kunz

Investment adviser representative at Inflection Capital Management, LLC
19 yearsExperience
2 statesRegistered in
$365.6MFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Inflection Capital Management, LLCOct 2024 to now
  2. BlackrockMar 2021 to Oct 2024
  3. Blackrock Investment LLCMar 2021 to Oct 2024
  4. Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2021
  5. Fidelity InvestmentsJan 2007 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Inflection Capital Management, LLC

$365.6MAssets managed
17Clients
7Advisers
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
4698735
Firm CRD
333157
Advisor's SEC record (opens in a new tab)
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