Kinwell LLC

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Client assets under management

$93,620,676

Clients

123

28% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$761,144

About

Kinwell provides ongoing portfolio management to individual and high‑net‑worth clients and offers pension and employee benefit plan consulting for employer‑sponsored plans. The SEC‑registered firm operates with a small advisory team (two advisors) overseeing roughly $215 million in client assets.

The firm implements client‑specific investment policy statements and may manage accounts on a discretionary basis, applying modern portfolio theory and a long‑term trading approach across a wide range of asset types, including funds, ETFs, fixed income, real‑estate funds, annuities, commodities, private placements and venture capital. Kinwell documents risk tolerances, seeks fair allocation of limited‑supply opportunities (such as IPOs), and requires use of its selected custodians for client accounts.

Distinctive features include a formal pension consulting practice that combines asset‑based and fixed‑fee plan services with eligibility criteria that not all peers offer, and a notable split between discretionary and non‑discretionary assets under management. The firm also discloses the use of AI and machine‑learning tools in its operations, may engage third‑party 3(38) managers while retaining oversight, and receives institutional services and research access from its custodial relationships.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

Fee options

Fixed

$25,000 to $150,000 for pension consulting plans

Percentage

$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.68% $5,000,001+: 0.50%

Other

Account minimum: $2,500,000

Main office location

Kinwell LLC

1630 Meeting St, Suite 203

Charleston SC 29405, United States

Number of offices

Most active in

Florida · Georgia · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (843) 308-1639

Advisors at this firm

Matthew R

CFP®, Series 66

Charleston, SC

Kinwell LLC

Matthew Ritt is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. He has worked at Kinwell LLC since 2017 and was previously with Questis Advisor Partners, LLC from 2014 to 2017. Kinwell LLC provides investment advice and portfolio management to individual and high-net-worth clients, along with consulting services for pension and employee benefit plans. The firm uses modern portfolio theory and a long-term trading approach, focusing on individualized Investment Policy Statements and maintaining consistent risk profiles across client accounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

James C

Series 65

Charleston, SC

Kinwell LLC

James Carlson is a Series 65-registered advisor with Kinwell LLC in Charleston, SC, bringing 11 years of industry experience. He previously worked at Questis Advisor Partners, LLC from 2013 to 2017. Outside of Kinwell, Carlson is an independent trustee for Modern Capital Funds Trust and holds shares in Questis, Inc., a financial wellness software platform. Kinwell LLC provides investment advice and portfolio management to individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs modern portfolio theory and a long-term trading approach, focusing on individualized investment policies and a diverse investable universe that includes alternative assets and third-party managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

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