Kind Capital Wealth LLC

RIASEC Registered
Total AUM
$1.2M
Discretionary
$600K
50% of AUM
Avg account
$600K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335098
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Kind Capital Wealth LLC is a small, single-office registered investment adviser that lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. The firm uses a mix of percentage-of-AUM, hourly, and fixed-fee billing arrangements. Its regulatory classification is unclassified and it is not designated as an active ESG investor or a multi-state adviser in the available filing. The firm’s public filing does not identify a clear owner type or a larger capital-allocation role; activity appears focused on direct client advisory and portfolio management rather than institutional allocation.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Kfir Weinraub

    Principal And Chief Compliance OfficerCRD 4984083

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth