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KINETIC INVESTMENT MANAGEMENT, INC.

LOS ANGELES, CA · CRD 283034 · IAPD ↗ · kineticfinancial.com · (800) 711-4818

$450.9MRegulatory AUM
31Advisory reps
41Employees
0Clients
0Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — KINETIC INVESTMENT MANAGEMENT, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2026 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 16 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
June 2026 — KINETIC INVESTMENT MANAGEMENT, INC. grew from 24 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
May 2026 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — KINETIC INVESTMENT MANAGEMENT, INC. notice-filed in AR, GA, NV, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — KINETIC INVESTMENT MANAGEMENT, INC. reported RAUM up 29% ($348.2M -> $450.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
January 2026 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2025 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 14 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — KINETIC INVESTMENT MANAGEMENT, INC. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
March 2024 — KINETIC INVESTMENT MANAGEMENT, INC. reported RAUM up 38% ($249.3M -> $343.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.