KC
Kinvest Capital Management, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 304080
·
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ADV data as of Aug 06, 2026
- Regulatory AUM
- $3.3M
- Discretionary
- $3.3M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 1
AUM over time
$3.3M
$3.3M
Jul 15, 2026
Aug 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $3.3M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joanne Chien | Registered representative | CFA | Jun 2019 (7y) |
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 | 981 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
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗