KINWELL LLC
CRD #290449 SEC #801-128056 CHARLESTON, SC (843) 308-1639
SEC Registered
Total AUM
$192M
Discretionary
$101.4M
Employees
2
Clients
101
Accounts
134
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JAMES, LOUIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
| RITT, MATT, DAYTON | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (7)
FL GA LA NC SC TX VA
Address
1630 MEETING STSUITE 203
CHARLESTON, SC 29405
United States
Phone: (843) 308-1639