DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kinetic Wealth Investment Advisors, LLC
Latest filing May 18, 2026
First filing on the tape Sep 26, 2023 · 12 filings
SEC status approved since Oct 26, 2023
RAUM
$215M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$212M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$71.5M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$215M as of May 18, 2026
Feb 6, 2024$143M then
HNW client RAUM$188M as of May 18, 2026
Feb 6, 2024$117M then
State-registered IARs (5.B.3)3 as of May 18, 2026
Feb 6, 20242 then
Employees (5.A)3 as of May 18, 2026
Feb 6, 20242 then
Private funds: no history
RAUM +16% over the last fiscal yearIARs 2 to 3offices 0 to 1
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $71.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $402,512derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$188M88%
- Individuals$23.1M11%
- Corporations and businesses$2.4M1.1%
- Charitable organizations$538,0920.3%
- Individual clients
- 78reported
- HNW clients
- 95reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 533reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Mark PackerCertified Financial Planner, Chartered Financial Consultant | Mentor, Oh | Dec 14, 2020 | 28 y | 2 |
| Brandon Scott RotskyCertified Financial Planner | Mentor, Oh | Jan 11, 2024 | 13 y | 3 |
| Everard Bond CorcoranCertified Financial Planner | Mentor, Oh | Jan 7, 2026 | 18 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Everard Bond Corcoran from Ameriprise Financial Services, LLCJan 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brandon Scott Rotsky from Sage Private Wealth Group, LLCJan 11, 2024 · RIA to RIA
- Richard Mark Packer from Skylight Financial Services LLCDec 14, 2020 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mark Richard Packer · Managing Member/Ccocontrolsince 11/2020 · owns 75% or more
Related persons
Schedule D 7.A
- North Valley Financial Services LLCinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mentor, Oh | 3 | 1 | 0 | ||
| Westlake, Oh · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Pension RAUM · 1645850.0 to unsetJan 29, 2025 to Jan 30, 2026
- Accounts · 470 to 533Jan 29, 2025 to Jan 30, 2026
- Advisory employees · 2 to 3Jan 29, 2025 to Jan 30, 2026
- BD registered reps · 2 to 3Jan 29, 2025 to Jan 30, 2026
- Charity clients · 2 to 3Jan 29, 2025 to Jan 30, 2026
- Corporate clients · 1 to 3Jan 29, 2025 to Jan 30, 2026
- HNW clients · 70 to 95Jan 29, 2025 to Jan 30, 2026
- Individual clients · 111 to 78Jan 29, 2025 to Jan 30, 2026
- Pension plan clients · 2.0 to unsetJan 29, 2025 to Jan 30, 2026
- Employees · 2 to 3Jan 29, 2025 to Jan 30, 2026
- State-registered IARs · 2 to 3Jan 29, 2025 to Jan 30, 2026
- Other offices · 0 to 1Jan 29, 2025 to Jan 30, 2026
- Discretionary RAUM · $185M to $215MJan 29, 2025 to Jan 30, 2026
- HNW RAUM · $147M to $188MJan 29, 2025 to Jan 30, 2026
- Individual RAUM · $35.3M to $23.1MJan 29, 2025 to Jan 30, 2026
- RAUM · $185M to $215MJan 29, 2025 to Jan 30, 2026
- Accounts · 383 to 470Apr 18, 2024 to Jan 29, 2025
- Corporate clients · 0 to 1Apr 18, 2024 to Jan 29, 2025
- HNW clients · 63 to 70Apr 18, 2024 to Jan 29, 2025
- Individual clients · 84 to 111Apr 18, 2024 to Jan 29, 2025
- Financial planning clients · 0 to 0Apr 18, 2024 to Jan 29, 2025
- Discretionary RAUM · $143M to $185MApr 18, 2024 to Jan 29, 2025
- HNW RAUM · $117M to $147MApr 18, 2024 to Jan 29, 2025
- Individual RAUM · $23.3M to $35.3MApr 18, 2024 to Jan 29, 2025
- Pension RAUM · $2.0M to $1.6MApr 18, 2024 to Jan 29, 2025
- RAUM · $143M to $185MApr 18, 2024 to Jan 29, 2025
- BD registered reps · 1 to 2Feb 6, 2024 to Apr 18, 2024
- Accounts · 363 to 383Jan 16, 2024 to Feb 6, 2024
- HNW clients · 56 to 63Jan 16, 2024 to Feb 6, 2024
- Individual clients · 83 to 84Jan 16, 2024 to Feb 6, 2024
- Pension plan clients · 0 to 2Jan 16, 2024 to Feb 6, 2024
- Discretionary RAUM · $122M to $143MJan 16, 2024 to Feb 6, 2024
- HNW RAUM · $98.1M to $117MJan 16, 2024 to Feb 6, 2024
- Individual RAUM · $23.2M to $23.3MJan 16, 2024 to Feb 6, 2024
- Pension RAUM · $0 to $2.0MJan 16, 2024 to Feb 6, 2024
- RAUM · $122M to $143MJan 16, 2024 to Feb 6, 2024
- Advisory employees · 1 to 2Dec 14, 2023 to Jan 16, 2024
- Employees · 1 to 2Dec 14, 2023 to Jan 16, 2024
- State-registered IARs · 1 to 2Dec 14, 2023 to Jan 16, 2024
Signals
1 dated events
- Kinetic Wealth Investment Advisors, Llc filed its initial SEC registration (Form ADV)Sep 26, 2023 · 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
- Business email
- k.allan@kinetic-wealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 440-250-9500reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 440-534-1875reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 555-555-5555reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- kinetic-wealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 440-250-9500reportedpublic record, Form ADV, May 18, 2026
- Contact form
- kinetic-wealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- kinetic-wealth.com/staffreportedpublished by the firm, firm site, Sep 16, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026