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Former SEC-registered adviser

K•• A•••••••• I••

Former SEC-registered adviserCosta Mesa, CaliforniaCRD 304790SEC 801-117002websiteIAPD
Latest filing Jan 6, 2020
First filing on the tape Jun 21, 2019 · 5 filings
RAUM
$29.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$29.4M as of Jan 6, 2020
Jun 21, 2019$29.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jan 6, 2020
Jun 21, 20190 then
Employees (5.A)2 as of Jan 6, 2020
Jun 21, 20192 then
Private funds: no history
Practice profile
derived from the filing of Jan 6, 2020; every figure names its basis
RAUM per advisor
$29.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$4.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$29.4M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourly, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••• M•••••• B• · Managing Partner/Ccocontrol
        since 11/2018 · owns 75% or more
      • H••• W•••••• M• · Vice Presidentcontrol
        since 08/2018 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory activities · 2 to 1
        Dec 17, 2019 to Jan 6, 2020
      • State-registered IARs · 0 to 1
        Dec 17, 2019 to Jan 6, 2020
      • Accounts · 0 to 6
        Jul 17, 2019 to Dec 17, 2019
      • Advisory activities · 1 to 2
        Jul 17, 2019 to Dec 17, 2019
      • Discretionary RAUM · $0 to $29.4M
        Jul 17, 2019 to Dec 17, 2019
      • RAUM · $0 to $29.4M
        Jul 17, 2019 to Dec 17, 2019
      • Accounts · 1 to 0
        Jun 21, 2019 to Jul 17, 2019
      • Corporate clients · 1.0 to unset
        Jun 21, 2019 to Jul 17, 2019
      • Discretionary RAUM · $29.6M to $0
        Jun 21, 2019 to Jul 17, 2019
      • RAUM · $29.6M to $0
        Jun 21, 2019 to Jul 17, 2019
      Signals
      1 dated events
      • ••• Locked
        Jun 21, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/kin-advisors/aboutreportedpublic record, Form ADV, Jun 9, 2025
      Website
      k•••••••••.comreportedpublic record, Form ADV, Jun 9, 2025
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026