F
FlipWithLou&Kip LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary portfolio management primarily through separately managed accounts and a firm-sponsored wrap fee program, and it serves individuals, high-net-worth individuals and their personal service entities. The brochure states the firm seeks to develop financial literacy among young professionals in the entertainment and sports industries, reflecting a client focus on those occupational groups.
Its investment approach emphasizes asset allocation and risk management as the foundation for portfolio construction, and accounts are managed according to each client’s individual mandate with the ability to impose reasonable restrictions. The firm offers both asset‑based management arrangements and performance‑based fee arrangements for eligible clients and executes trading across equities, funds, ETFs and options when consistent with client objectives.
Compared with many peers, the firm’s role as a wrap fee program sponsor is uncommon for an investment manager and it also operates side‑by‑side accounts that may include performance fees, which creates potential conflicts addressed in its disclosures. The brochure also discloses an affiliation with an entertainment production business that raises capital for films, and the firm—organized in late 2024—reported no assets under management or client accounts as of March 31, 2025.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Entertainment Industry
Professional Athlete
Demographic focus
Young Professionals
Fee options
20% of new profits (including net realized and unrealized gains and net investment income) for qualified clients
Account minimum: $50,000
Main office location
FlipWithLou&Kip LLC
Woodland Hills CA, United States
Number of offices
2
Most active in
FlipWithLou&Kip LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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