Kinetic Investment Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

283034

SEC number

801-118383

Firm type

RIA

Assets under management

$450.9M as of Jun 25, 2026

Website

kineticfinancial.com/articles ↗

Phone

(800) 711-4818

Address

633 W 5th Street, Los Angeles, CA, 90071

Advisors at this firm

30 in our index · page 1 of 1

• Samuel AdamsCRD 6057464 · Glendale, CA
  IA Registered
  Disclosure event(s) on record
• Jacob Paul BerkmanCRD 7395138 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Mark BiggsCRD 7397527 · Bowling Green, KY
  IA Registered
• Luke BrownCRD 8210009 · Bowling Green, KY
  IA Registered
• Patrick Hayes CotterCRD 1677021 · Coconut Creek, FL
  IA RegisteredRegistration inactive
• Jamale Trevon CarothersCRD 7649288 · Bowling Green, KY
  IA Registered
• Paul Luis DigerolamoCRD 2376024 · Chino Hills, CA
  IA RegisteredRegistration inactive
• Jonathan Paul DigerolamoCRD 7223387 · Chino Hills, CA
  IA Registered
  Disclosure event(s) on record
• Mitchell DudleyCRD 8235097 · Oak Brook, IL
  IA Registered
• James Matthew FoleyCRD 2706932 · Princeton, NJ
  IA RegisteredRegistration inactive
• Ali Arash HashemianCRD 5800048 · Los Angeles, CA
  IA Registered
  Disclosure event(s) on record
• Deana Marie JacksonCRD 5312482 · Culver City, CA
  IA Registered
• John Stanley KornagaCRD 6068563 · Los Angeles, CA
  IA RegisteredRegistration inactive
• David KananiCRD 1421227 · Irvine, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cody Rose KelleyCRD 8268221 · Manchester, NH
  IA Registered
• Thomas Henry KelleyCRD 6587158 · Manchester, NH
  IA Registered
• Max Alan LepleyCRD 6956791 · Irvine, CA
  IA RegisteredRegistration inactive
• Jessie-Jo LucasCRD 7309764 · The Woodlands, TX
  IA Registered
• Steven Michael MartinezCRD 5687442 · Upland, CA
  IA Registered
• Michael Eric MurrayCRD 4577147 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tanner Austin NunnCRD 8268207 · Austin, TX
  IA Registered
• Jaynie Renee OzmentCRD 7478045 · Tulsa, OK
  IA Registered
• Nicole L. OckendenCRD 8052085 · The Woodlands, TX
  IA Registered
• Jason D ProvostCRD 4556982 · Oak Brook, IL
  IA Registered
  Disclosure event(s) on record
• Leila ParvanehCRD 7154419 · Irvine, CA
  IA RegisteredRegistration inactive
• Sarah Marie RosasCRD 8182161 · Charlotte, FL
  IA Registered
• Joel SillowayCRD 7149269 · Manchester, NH
  IA RegisteredRegistration inactive
• Jackson SowellCRD 7695074 · Los Angeles, CA
  IA Registered
• Andrew Kent ToolsonCRD 2242018 · Lehi, UT
  IA Registered
  Disclosure event(s) on record
• Alex ZepkowskiCRD 4628247 · Pasadena, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.