{"url":"https://nivawealth.com/firms/kinetic-wealth-investment-advisors-311536","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311536","regulatoryAum":214538913,"crd":"311536","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5470446","suffix":null,"lastName":"CORCORAN","firstName":"EVERARD","middleName":"BOND"},{"crd":"2723507","suffix":null,"lastName":"PACKER","firstName":"RICHARD","middleName":"MARK"},{"crd":"6821558","suffix":null,"lastName":"Rotsky","firstName":"Brandon","middleName":"Scott"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-04-18","regulatoryAum":142729838,"clients":151,"employees":2,"offices":1},{"filedOn":"2025-01-29","regulatoryAum":184587188,"clients":186,"employees":2,"offices":1},{"filedOn":"2026-05-18","regulatoryAum":214538913,"clients":179,"employees":3,"offices":2}],"secFileNumber":"801-128963","legalName":"Kinetic Wealth Investment Advisors, LLC","displayName":"Kinetic Wealth Investment Advisors","slug":"kinetic-wealth-investment-advisors-311536","website":"https://kinetic-wealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2020","organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"28045 Clemens RD, Suite D","city":"Westlake","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44145"},"tradeNames":[],"registration":{"secApproved":"26 October 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1223066.930635838,"staff":{"employees":3,"advisory":3,"brokerDealerReps":3,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":214538913,"discretionary":214538913,"discretionaryAccounts":533,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":78,"regulatoryAum":23126662},{"label":"High-net-worth individuals","clients":95,"regulatoryAum":188463917},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":538092},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":2410242}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005317","versionId":1005317,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-01-30","documentName":"FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial plans are a fixed fee of $1,000, with further work at $250 an hour; hourly planning is $250 an hour; both are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005317","versionId":1005317,"submittedOn":"2026-01-30","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:47:26.784828+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005317","versionId":1005317,"submittedOn":"2026-01-30"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":214538913}],"custodyNote":"Kinetic Wealth Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Richard Packer","title":"Managing Member/CCO","crd":"2723507"}],"ownership":[{"label":"Richard Packer","detail":"Managing member/cco in the 75% or more ownership band and a control person, since November 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":2,"addresses":[{"street":"28045 Clemens RD, Suite D","city":"Westlake","headquarters":true},{"street":"7441 Center Street","city":"Mentor"}]}],"brochureServices":["education planning","estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"440-250-9500","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":87},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"18 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/311536/PDF/311536.pdf","brochureDate":"30 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005317","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kinetic Wealth Investment Advisors have?","answer":"Kinetic Wealth Investment Advisors has 179 clients and manages $215 million for them, as of May 2026. They include 95 high-net-worth individuals, 78 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kinetic Wealth Investment Advisors offer?","answer":"Kinetic Wealth Investment Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kinetic Wealth Investment Advisors charge?","answer":"Kinetic Wealth Investment Advisors charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 30 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kinetic Wealth Investment Advisors use?","answer":"Kinetic Wealth Investment Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $215M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kinetic Wealth Investment Advisors have?","answer":"Kinetic Wealth Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kinetic Wealth Investment Advisors invest in?","answer":"At the end of its last fiscal year, Kinetic Wealth Investment Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kinetic Wealth Investment Advisors?","answer":"Kinetic Wealth Investment Advisors’ direct owner is Richard Packer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kinetic Wealth Investment Advisors get paid?","answer":"Kinetic Wealth Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kinetic Wealth Investment Advisors?","answer":"Kinetic Wealth Investment Advisors’ main office is at 28045 Clemens RD, Suite D, Westlake, OH 44145. Its phone number is 440-250-9500. Its website is kinetic-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}