SourcingSourcing

KINWELL LLC

B52
CRD 290449·SEC 801-128056·CHARLESTON, SC
AUM
$214.7M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$644K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KINWELL LLC
CRD
290449
SEC file #
801-128056
EIN
—
DBA names
—

Economics

AUM
$214.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$192.0M → $214.7M▲ +12%
Client mix
Individuals Other89
Individuals High Net Worth34
Pension Profit Sharing Plans6

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
kinwell.financial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLSON, JAMES, LOUIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARLSON, JAMES, LOUIS
RITT, MATT, DAYTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
kinwell.financial
Rdap Domain Creation Date
2017-12-27T15:04:23.917Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
200,753
Form 5500 Compensation Trajectory 3y
2025200,753
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
200,753
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1327
Soi Zip Pct 200k Plus
0.0317
Soi Zip Returns 200k Plus
370
Soi Zip Total AGI
744,521
Fdic Zip Total Deposits
2,598,795,000
Fdic Zip Branch Count
137
Fdic Zip Top Banks
Wells Fargo Bank, National Association
First Federal Savings and Loan Association of Charleston

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First-Citizens Bank and Trust Company of South CarolinaCharleston Heights, SC
Southern National Bank of South CarolinaCharleston Heights, SC
Fdic Zip HHI
1886.18
Fdic Zip Top Bank Share Pct
33.35
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-27T15:04:23.917Z
Rdap Domain Last Changed
2026-01-31T01:42:32.591Z
Rdap Nameservers
Dns4.p02.nsone.netDns3.p02.nsone.netDns2.p02.nsone.netDns1.p02.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,864
Returns4,140
Stub 2
AGI127,373
Returns3,510
Stub 3
AGI98,659
Returns1,610
Soi Zip Total Business Income
27,239
Soi Zip Total Cap Gains
14,971
Soi Zip Total Dividends
6,543
Soi Zip Total Returns
11,680
Top Owner CRD
6239701
Trust Company Affiliate
No

People (2)

2
CARLSON, JAMES, LOUIS
IAR · Direct Owner · 62.5%
6239701
RITT, MATT, DAYTON
IAR · Direct Owner · 37.5%
5979122