Kinetic Wealth
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 336229
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.37%
- Individuals43.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kinetic Wealth is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines portfolio management with financial planning and offers services to individuals, small businesses and for pension consulting. Its fee model mixes a percentage-of-assets arrangement with hourly charges. Kinetic Wealth does not present itself as a capital allocator, is not positioned as an active ESG investor, and operates without a multi-state advisory footprint.
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 Equities96%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2Amanda Orr
founder and directorCRD 8074443
Francis Orr
Founder, Lead AdvisorCRD 6465028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 10805 Kingston Pike
- Time zone
- CT (UTC-6)
- Office locations
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