KIN Stewards LLC
Firm details
- Headquarters
- ,
- CRD number
- 340120
- Registered since
- January 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KIN Stewards LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm lists financial planning and discretionary portfolio management for individuals and small businesses as its primary advisory services. Its fee structure combines a percentage-of-assets fee with the option for hourly or fixed-fee engagements. KIN Stewards reports being an active ESG investor and indicates it is not a capital allocator or a multi-state adviser. KIN Stewards became SEC-registered in 2026 and is organized as a limited liability company with an individual owner. The firm’s reported practice emphasizes tailored planning and managed accounts rather than sponsoring proprietary funds or running separate pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- State & Local Bonds41%
- Investment Grade Corp Bonds14%
Owners & executives
1 of 1Brian Kim
CEO, Chief Compliance OfficerCRD 6188720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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