Kotini Capital Advisors LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Paavan Kotini
Founder & CEOCRD 5411691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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