Kinetic Investment Management, Inc.
- Regulatory AUM
- $451M
- Discretionary
- $419M
- Clients
- 1,460
- Avg AUM / client
- $309K
- Accounts
- 3,326
- Employees
- 40
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,381 | $298M | 66.0% |
| High net worth individuals | 72 | $148M | 32.8% |
| Pension and profit sharing plans | 4 | $4.3M | 0.95% |
| Corporations and other businesses | 3 | $790K | 0.18% |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ali Arash Hashemian | President | CFP | Jan 2016 (11y) | 75% or more |
| Rybak, Dawn, Elizabeth | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Samuel Adams | Registered representative | Jun 2019 (7y) | ||
| Thomas Henry Kelley | Registered representative | May 2021 (5y) | ||
| Jason D Provost | Registered representative | CFP | Sep 2021 (5y) | |
| Jaynie Renee Ozment | Registered representative | CFP | Dec 2021 (5y) | |
| James Matthew Foley | Registered representative | Jan 2022 (5y) | ||
| John Stanley Kornaga | Registered representative | Feb 2022 (4y) | ||
| Paul Luis Digerolamo | Registered representative | Dec 2022 (4y) | ||
| Jamale Trevon Carothers | Registered representative | Feb 2024 (2y) | ||
| Mark Biggs | Registered representative | Feb 2024 (2y) | ||
| Jackson Sowell | Registered representative | Mar 2024 (2y) | ||
| Michael Eric Murray | Registered representative | Jan 2025 (2y) | ||
| Andrew Kent Toolson | Registered representative | Mar 2025 (1y) | ||
| Nicole L. Ockenden | Registered representative | Mar 2025 (1y) | ||
| Jacob Paul Berkman | Registered representative | Jul 2025 (1y) | ||
| Patrick Hayes Cotter | Registered representative | Jul 2025 (1y) | ||
| Joel Silloway | Registered representative | Aug 2025 (1y) | ||
| Sarah Marie Rosas | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Luke Brown | Registered representative | Jan 2026 (1y) | ||
| Deana Marie Jackson | Registered representative | Feb 2026 (1y) | ||
| Mitchell Dudley | Registered representative | Mar 2026 (0y) | ||
| David Kanani | Registered representative | Apr 2026 (0y) | ||
| Leila Parvaneh | Registered representative | Apr 2026 (0y) | ||
| Max Alan Lepley | Registered representative | CFP | Apr 2026 (0y) | |
| Jessie Jo Lucas | Registered representative | Apr 2026 (0y) | ||
| Jonathan Paul Di Gerolamo | Registered representative | May 2026 (0y) | ||
| Cody Rose Kelley | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Tanner Austin Nunn | Registered representative | May 2026 (0y) | ||
| Steven Michael Martinez | Registered representative | CFP | May 2026 (0y) | |
| Alex Zepkowski | Registered representative | CFP | Jul 2026 (0y) | |
| Neda Kanani | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 07/15/2026 | 1.96 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $427M (95% of AUM) Jul 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: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗