RIA Intel›Advisers›Florida›KINETIC FINANCIAL LLC

KINETIC FINANCIAL LLC

Advisory

Data as of Mar 25, 2025 · Source: SEC Form ADV

Rank in FL

#2,502

of 2,610 advisers by AUM

Average account

$123K

across 9 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2025.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$998K

Non-Discretionary AUM$108K

Discretionary %90.3%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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OT ADVISORS LLC

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LUNA PARTNERSHIP LLC

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