K
Kin Stewards LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,401,249
Clients
1
100% 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
1
Very LowAverage account size
$3,401,249
About
Kin Stewards LLC provides comprehensive portfolio management and standalone financial planning and consulting to high‑net‑worth individuals, trusts, pension plans and business entities. Services described in the brochure include ongoing discretionary asset management as well as written financial plans or consultations covering investment, retirement, estate, charitable and education planning.
The firm’s investment process draws on fundamental analysis, Modern Portfolio Theory and mutual fund/ETF analysis, and may use individual stocks, bonds, ETFs, options, REITs and other public and private securities as appropriate. Portfolios are monitored and rebalanced as needed, and the firm separates ongoing comprehensive portfolio management from one‑time or project‑based planning engagements.
Distinctive features for a small independent adviser include an apparent emphasis on HNW and institutional‑type clients rather than non‑high‑net‑worth retail individuals and a very small client roster managing roughly $3.4 million in discretionary assets. The brochure also highlights an unusually broad consulting scope for a firm of this size—services such as corporate structure and tax planning, cost segregation studies, real estate analysis and lines‑of‑credit evaluation—while recommending use of an institutional custodian for execution and custody.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Equity compensation tax strategy
Fee options
Up to $20,000 flat fee for financial planning and consulting services
1.00% annually
Up to $500 per hour
Main office location
Kin Stewards LLC
La Crescenta CA, United States
Number of offices
1
Most active in
Kin Stewards LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
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