Kindred Spirits Investment Management, Llc
- Regulatory AUM
- $9.7B
- Discretionary
- $9.6B
- Clients
- 373
- Avg AUM / client
- $25.9M
- Accounts
- 538
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $7.6M | 0.08% |
| Charitable organizations | 1 | $1.8M | 0.02% |
| State or municipal government entities | 371 | $9.7B | 99.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Carey Trowbridge | Managing Principal | CFA | May 2014 (12y) | 50% – 75% |
| Ryan Keith Nelson | Managing Principal | CFA | May 2014 (12y) | 50% – 75% |
| Phelps, William | Chief Operations Officer | Dec 2017 (9y) | Less than 5% | |
| Prieur, Kristin, Lynne | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Anthony Joseph Martino | Registered representative | Oct 2014 (12y) | ||
| Joseph William Violand | Registered representative | Mar 2016 (10y) | ||
| Timothy Kyle Livingood | Registered representative | Apr 2020 (6y) | ||
| David James Donnelly | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $8.3B (85% of AUM) Feb 2026
- Us Bancorp $3.3B (94% of AUM) Jan 2019
- Fifth Third Securities, Inc. $1.3B (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗