Kaine Capital Ventures LLC

Kaine Capital serves individual clients and families without a stated minimum, offering a range of services including an entry-level "Financial Foundations" subscription, ongoing financial planning, investment management, limited tax filing via a third-party provider for planning clients, and estate-planning support that covers a will-based plan. The firm is newly organized and operates at very small scale, disclosing only three clients and no assets under management at the time of the brochure.

The firm provides non-discretionary portfolio design and monitoring, tailoring asset allocation and rebalancing to clients’ risk profiles and time horizons and deploying tactical or strategic, active or passive approaches as appropriate. Clients must custody accounts at Interactive Brokers, and the firm discloses it may receive programmatic benefits from that custodian while operating as a fee-only adviser that bills advisory fees on an AUM basis monthly.

Notable differences from many peers include the founder’s concurrent professional work providing ABA therapy, the firm’s very small client base and startup status, and the direct inclusion of will-based estate planning for planning clients with an optional trust upgrade facilitated through Trust & Will. The brochure also notes the firm offers public educational workshops and discloses a personal small-claims judgment related to the principal that it says is unrelated to advisory services.