Kintail Holdings d/b/a Kintail Advisors

Kintail Advisors is a recently formed advisory firm that offers discretionary portfolio management through a set of model portfolios and states it intends to serve high‑net‑worth individuals as well as qualified companies and institutions. Its strategies center on trading exchange‑traded funds and, in some models, allocations to spot cryptocurrency ETFs, with advisory fees charged as a percentage of assets and billed monthly in arrears.

The firm employs a mix of technical and fundamental analysis within a long‑term investment framework, offering models that range from conservative bond‑and-REIT allocations to higher‑beta growth equity exposures, and rebalances portfolios ordinarily on an annual cadence (or more frequently at its discretion). Kintail acknowledges risks including potential concentration, variable trading frequency, and the heightened volatility and regulatory uncertainty associated with cryptocurrency exposures.

Noteworthy distinctions in the brochure include the firm’s single‑principal structure and that the principal maintains an ongoing role with a registered introducing broker/futures firm and holds industry examinations, an operational detail not typical for many peers focused on pooled or institutional mandates. The firm also discloses a prior criminal matter from 2022 that was resolved by plea to a misdemeanor with probation satisfied in February 2025, a regulatory disclosure that is relatively uncommon among firms in this category.