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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 08-02-2017
- Office Locations
- 1
Office Locations
About Cultivate Financial Group LLC
Cultivate Investments (Cultivate Financial Group) is a Los Gatos, CA RIA serving families and philanthropic entities with a long-term, stewardship-oriented approach. Portfolios are built using value-investing discipline, behavioral economics, and analytical rigor, supported by proprietary technology and transparent decision-making. The founder invests meaningful personal and family capital alongside clients. Custody is primarily at Charles Schwab, with ETF- and fund-based implementation.
Team overview
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Owner & Executives
LOREN LOWE KINCZEL
Chief Compliance Officer
- CRD
- #2772548
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,748,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,748,076 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,748,076
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $445,355,205 | 10.7% |
| Public Funds | $1,456,769,361 | 35.0% |
| Cash | $2,260,073,607 | 54.3% |
| Total | $4,162,198,173 | 100.0% |