Kinnect Advisor Group, L.L.C.

RIASEC Registered
Total AUM
$11.4M
Discretionary
$11.4M
100% of AUM
Avg account
$170K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327978
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kinnect Advisor Group, L.L.C. is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm positions itself as a capital allocator: portfolio construction centers on pooled public funds and mutual funds while the firm also brings third‑party managers into client portfolios for specific alternative exposures. Kinnect Advisor Group, L.L.C. provides financial planning, ongoing portfolio management for individuals and small businesses, adviser selection services, and educational seminars and workshops. Its business activities include acting as an insurance broker and offering other financial products in addition to advisory services. The firm does not identify as an active ESG investor and operates as a single‑state adviser. Given its size and client profile, the investment approach appears centered on diversified, professionally managed fund solutions rather than large direct holdings or in‑house alternative asset management. Kinnect Advisor Group, L.L.C. will use outside managers when specialized strategies or private fund access is required, and it incorporates insurance products into client plans where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 26%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Matthew Hoskins

    Matthew Hoskins

    PresidentCRD 5226195

Wealth teams

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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

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth