$776.9K Total AUM
$776.9K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2024
- Office Locations
- 1
Office Locations
-- Louisville KY
About Kinson Wealth Group LLC
Kinson Wealth Group LLC is a Louisville-based RIA. The firm has been operating for 2 years. Managing $776.9K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$776.9K AVG AUM / ADVISOR
$194.2K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
JEREMY RYAN ATKINSON
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5877677
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $776,883 | -- |
| Non-Discretionary | $0 | -- |
| Total | $776,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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