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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KUNATH KARREN RINNE & ATKIN LLC

CRD 104531

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a2d4714-4c27-4f87-ebfd-651c5988ba29

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $373MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $373M
Private client RAUM: $255MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 66
Individual clients: 22
High net worth clients: 39
SEC number: 801-18935
CRD: 104531
Filings on the tape: 17
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, WA
Website: kkra.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRUCE EDWARD RINNE	n/a	SEATTLE, WA	43	43	n/a	no
STEPHEN MICHAEL KUNATH	n/a	SEATTLE, WA	41	43	n/a	no
JEFFREY ATKIN	n/a	SEATTLE, WA	38	40	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATKIN, JEFFREY	CHIEF COMPLIANCE OFFICER	D	yes	12/2019	Mar 30, 2012	Mar 28, 2024
RINNE, BRUCE, EDWARD	SECRETARY/TREASURER	D	yes	01/1992	Mar 30, 2012	Mar 28, 2024
ALVARADO-SMITH, LEANA, OFELIA	DIRECTOR OF COMPLIANCE & OPERATIONS	Na	no	08/2014	Mar 30, 2012	Mar 28, 2024
GERHART, KARA, EMMA	DIRECTOR OF CLIENT RELATIONS	Na	no	08/2014	Mar 31, 2022	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$373M	$373M	4	2	0	n/a	n/a
2024	Mar 31, 2025	$346M	$346M	5	3	0	n/a	n/a
2023	Mar 28, 2024	$317M	$317M	6	3	0	n/a	n/a
2022	Mar 29, 2023	$2.1B	$2.1B	7	3	0	n/a	n/a
2021	Mar 31, 2022	$2.8B	$2.8B	7	3	0	n/a	n/a
2020	Mar 30, 2021	$3.3B	$3.3B	7	3	0	n/a	n/a
2019	Mar 30, 2020	$1.6B	$1.6B	6	3	0	n/a	n/a
2018	Mar 30, 2019	$1.2B	$1.2B	8	4	0	n/a	n/a
2017	Mar 30, 2018	$1.0B	$1.0B	8	4	0	n/a	n/a
2016	Mar 31, 2017	$1.1B	$1.1B	8	4	n/a	n/a	n/a
2015	Mar 30, 2016	$1.2B	$1.2B	8	4	n/a	n/a	n/a
2014	Mar 31, 2015	$831M	$831M	8	4	n/a	n/a	n/a
2013	Mar 26, 2014	$828M	$828M	8	4	n/a	n/a	n/a
2012	Mar 22, 2013	$947M	$947M	8	4	n/a	n/a	n/a
2011	Mar 30, 2012	$803M	$803M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$373M	$346M	7.9%	$2.1B	-43.7%	4	5	0	0

Relationships

Registered with (3)

← JEFFREY ATKINAdvisorregistration: current employment
Mar 1, 1988 to presentfactForm ADV
← STEPHEN MICHAEL KUNATHAdvisorregistration: current employment
Jan 17, 1985 to presentfactForm ADV
← BRUCE EDWARD RINNEAdvisorregistration: current employment
May 12, 1983 to presentfactForm ADV

Controls (2)

← RINNE, BRUCE, EDWARDOwnerSECRETARY/TREASURER, ownership code D, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← ATKIN, JEFFREYOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV

Owns (2)

← GERHART, KARA, EMMAOwnerDIRECTOR OF CLIENT RELATIONS, ownership code NA, individual
Mar 31, 2022 to Mar 28, 2024factForm ADV
← ALVARADO-SMITH, LEANA, OFELIAOwnerDIRECTOR OF COMPLIANCE & OPERATIONS, ownership code NA, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Kunath Karren Rinne & Atkin Llc reported RAUM $316.8M, down 85% from $2.1B (2023-03-29 to 2024-03-28)
Form ADVobserved 5 days ago
$-1.8B
Occurred
Mar 30, 2021
Regulatory AUM changed
Kunath Karren Rinne & Atkin Llc reported RAUM $3.3B, up 108% from $1.6B (2020-06-30 to 2021-03-30)
Form ADVobserved 5 days ago
$1.7B
Occurred
Mar 30, 2020
Regulatory AUM changed
Kunath Karren Rinne & Atkin Llc reported RAUM $1.6B, up 37% from $1.2B (2019-03-30 to 2020-03-30)
Form ADVobserved 5 days ago
$430M
Occurred
Mar 30, 2020
Control person left
Michael Stephen Kunath (President) no longer on Schedule A of Kunath Karren Rinne & Atkin Llc (listed 2019-03-30, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
M Ned Karren (Vice President) no longer on Schedule A of Kunath Karren Rinne & Atkin Llc (listed 2019-03-30, absent 2020-03-30)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a2d4714-4c27-4f87-ebfd-651c5988ba29
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KUNATH KARREN RINNE & ATKIN LLC

CRD 104531

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a2d4714-4c27-4f87-ebfd-651c5988ba29

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRUCE EDWARD RINNE

n/a

SEATTLE, WA

n/a

STEPHEN MICHAEL KUNATH

n/a

SEATTLE, WA

n/a

JEFFREY ATKIN

n/a

SEATTLE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKIN, JEFFREY

CHIEF COMPLIANCE OFFICER

yes

12/2019

Mar 30, 2012

Mar 28, 2024

RINNE, BRUCE, EDWARD

SECRETARY/TREASURER

yes

01/1992

Mar 30, 2012

Mar 28, 2024

ALVARADO-SMITH, LEANA, OFELIA

DIRECTOR OF COMPLIANCE & OPERATIONS

08/2014

Mar 30, 2012

Mar 28, 2024

GERHART, KARA, EMMA

DIRECTOR OF CLIENT RELATIONS

08/2014

Mar 31, 2022

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$373M

n/a

2024

Mar 31, 2025

$346M

n/a

2023

Mar 28, 2024

$317M

n/a

2022

Mar 29, 2023

$2.1B

n/a

2021

Mar 31, 2022

$2.8B

n/a

2020

Mar 30, 2021

$3.3B

n/a

2019

Mar 30, 2020

$1.6B

n/a

2018

Mar 30, 2019

$1.2B

n/a

2017

Mar 30, 2018

$1.0B

n/a

2016

Mar 31, 2017

$1.1B

n/a

2015

Mar 30, 2016

$1.2B

n/a

2014

Mar 31, 2015

$831M

n/a

2013

Mar 26, 2014

$828M

n/a

2012

Mar 22, 2013

$947M

n/a

2011

Mar 30, 2012

$803M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$373M

$346M

7.9%

$2.1B

-43.7%