Kintra Investments, LLC

RIASEC RegisteredEst. 2024

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$113M

Accounts

1

Employees

3

Advisory reps

9

Firm details

Headquarters: Marysville, Ohio
CRD number: 328478
Registered since: March 4, 2024
Website: www.mccarthyandcox.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Other
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Kintra Investments, LLC is an SEC-registered limited liability company that bills itself as an institutional-focused advisory business. The firm is registered as of 2024 and provides portfolio management services for investment companies. It charges fees tied to assets under management (and other arrangements), does not position itself as an ESG investor, and is not identified as a multi-state adviser. Kintra's owner structure is a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Tony Dalton
Chief Operating OfficerCRD 2295472
Andrew Harris
CEO & Wealth AdvisorCRD 3242291

Contacts

3 of 7

Mark Finney
Financial PlannerCRD 5036101
Wesley Bean
Investment Adviser RepresentativeCRD 2795480
James Cox
Managing PartnerCRD 4650773

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 19

Active vs passive

$8.8M in ETFs

Passive

18%

$1.6M

Active

39%

$7.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
MC TRIO EQUITY BUFFERED ETF (TRIO)				$1.6M	26,454	18.34%

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Primary office

Marysville, OH

Union

Location

Marysville, OH

Headquartered in Marysville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Union
Address: 127 W 5th St
Time zone: ET (UTC-5)
Office locations

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