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Kaunisto Capital L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,338,165
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$95,583
About
Kaunisto Capital L.L.C. provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), charitable organizations, and corporations. The firm’s brochure indicates it does not serve individual clients who are not high‑net‑worth, a client mix that is less common among independent advisors.
The firm states it tailors portfolios to each client’s objectives, using fundamental analysis and a mix of long‑ and short‑term strategies, and it monitors and rebalances accounts on an ongoing basis. Kaunisto Capital may deploy equities, ETFs (including leveraged ETFs), options, and digital assets, and generally asks clients to grant discretionary trading authority without permitting client restrictions on specific securities.
Distinctive features include its recent start in 2025 and its status as a solo advisor managing a modest amount of assets with a small client base, while offering exposure to relatively complex and alternative instruments such as digital assets and leveraged ETFs. The firm also directs custody and trade execution through an institutional custodian platform, which it says it selected based on services and execution capabilities rather than soft‑dollar arrangements.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
0.5% annually
Main office location
Kaunisto Capital L.L.C.
3060 M 28
Brimley MI 49715, United States
Number of offices
2
Most active in
Kaunisto Capital L.L.C. has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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