K
$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
3060 M-28 Brimley MI
About Kaunisto Capital L.l.c.
Kaunisto Capital L.l.c. is a Brimley-based RIA. The firm has been operating for 1 years. Managing $1.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$114.3K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kory Cameron Kaunisto
Chief Compliance Officer, Owner
- CRD
- #8007618
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,714,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,714,783 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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