KINDRED FINANCIAL LLC

Overview

Kindred Financial LLC is an independent registered investment adviser focused on providing financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM component with fixed fees, and its advisory mandate is primarily discretionary. Investment activity shows a clear equity preference, with the bulk of client assets allocated to exchange-traded equities. The firm does not position itself as an active ESG investor and operates without multi-state adviser registration. Investment management appears oriented toward liquid, listed securities and traditional wealth-management solutions, supplemented by third-party alternative allocations. The firm’s client profile is individual and family investors seeking personalized planning and portfolio oversight rather than institutional mandates or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices