Kindred Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,500,000
Clients
74
24% 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
74
Very HighAverage account size
$344,595
About
Kindred Financial LLC is an independent, single‑advisor Registered Investment Adviser managing roughly $25.5 million for about 74 clients. The firm provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations or business entities, and also advises insurance companies and pension/profit‑sharing plans.
Kindred creates an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management, using model allocations and tailored recommendations. Its investment process combines charting, cyclical and technical analysis with fundamental, quantitative methods and modern portfolio theory, and the firm typically implements portfolios with mutual funds, fixed‑income securities, REITs, ETFs (including precious‑metal ETFs), annuities and TIPS.
What is distinctive about Kindred is its client mix: serving insurance company clients and retirement plan clients is uncommon for a solo independent adviser. The firm requires clients to custody assets at Altruist (and discloses receipt of soft‑dollar research/services through its broker relationship) and the principal maintains a small, non‑investment woodworking sideline.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Annuities
Fee options
$500 to $5,000 fixed fee for financial planning
$0 - $2,000,000: 0.95% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.25%
Main office location
Kindred Financial LLC
200 Union Blvd, Suite 200
Lakewood CO 80226, United States
Number of offices
1
Most active in
Kindred Financial LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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
Quick links
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