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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Kinetic Financial
Kinetic Financial is a boutique, virtual registered investment advisor serving individuals, families, and organizations (including nonprofits, businesses, and employer retirement plans). The firm provides financial planning, coaching/counseling, insurance and risk management, and investment management, emphasizing research-driven, inflation-resilient, diversified portfolio strategies with clear upfront fees. It highlights a fiduciary oath and AI-enhanced solutions, with client access via RightCapital and custody portals such as Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Aaron Bercovitch
Chief Compliance Officer, Financial Advisor, FOUNDER, President
- CRD
- #7364105
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,870 | -- |
| Non-Discretionary | $107,745 | -- |
| Total | $1,105,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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