Kotini Capital Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Glen Allen, Virginia
CRD number
342575
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kotini Capital Advisors LLC is organized as a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services. The firm is identified in the dataset as a capital allocator and is classified as "Unclassified" in the available records. It does not identify as an active ESG investor and is not registered as a multistate adviser or pension consultant. The firm uses a mix of fee arrangements — percentage-of-AUM, hourly fees, and fixed fees — depending on client engagements. One industry affiliation is noted: Insurance Company. No information on senior personnel, investment strategies, or public product offerings is present in the source material.

Assets & Accounts

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • Paavan Kotini

    Paavan Kotini

    Founder & CEOCRD 5411691

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

Glen Allen, VA

Henrico

Location

Glen Allen, VA

Headquartered in Glen Allen, VA, in the South of the United States.

Region
South
County
Henrico
Address
2400 Old Brick Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth