Kintail Advisors
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 1 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
Kintail Advisors is a newly formed, independent state-registered advisory firm operated by a single principal that provides discretionary portfolio management to high-net-worth individuals and to “qualified companies and institutions.” The firm charges asset-based advisory fees billed monthly and reported no assets under management as of February 27, 2026.
Kintail implements four long-term model portfolios that range from a conservative bond- and REIT-focused ETF allocation to higher-beta U.S. and non‑U.S. growth ETFs with potential smaller allocations to spot cryptocurrency ETFs, and ordinarily rebalances annually. The firm employs technical, fundamental, and quantitative analysis and manages client accounts on a discretionary basis.
The brochure discloses a past criminal matter resolved by a guilty plea to a Class A misdemeanor with probation satisfied in February 2025 and also describes the principal’s outside role as a registered associated person and principal of Kapco Futures, where he anticipates devoting approximately 75% of his professional time—matters the firm notes as potential conflicts or limitations. Combined with the inclusion of spot cryptocurrency ETFs in its models and its stated intent to serve institutional clients as well as individuals, these elements are notable relative to many newly formed solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable
Main office location
Kintail Advisors
Algonquin IL, United States
Number of offices
1
Most active in
Kintail Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri
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:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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