Brian Kim
Advisor at Kin Stewards LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kin Stewards LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
La Crescenta, CA
Credentials
CFA®, Series 63
Industry experience
< 1 year
Brian Kim is a CFA® charterholder and Series 63 licensee currently serving as the sole advisor at Kin Stewards LLC. He has 10 years of prior experience at Northern Trust Company before founding his firm in 2026. Kin Stewards LLC provides comprehensive portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory through diversified asset-allocation strategies, with discretionary portfolio monitoring and rebalancing tailored to client objectives and risk tolerance.
Up to $20,000 flat fee for financial planning and consulting services
1.00% annually
Up to $500 per hour
La Crescenta, CA
California
Kin Stewards LLC
2026 - Present (1 year)
Northern Trust Company
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")