K
Kubitree 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 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
KubiTree LLC provides non‑discretionary investment advisory services and written financial planning to individual clients, including non‑high‑net‑worth investors, with no stated account minimums for its services. The firm prepares Investment Policy Statements for each client and delivers periodic written reports on market conditions and related strategies.
The firm concentrates on ETFs and a range of digital assets and employs a mix of fundamental, technical, quantitative and cyclical analysis to support long‑term, short‑term, options and cryptocurrency trading. Its methods explicitly incorporate market‑timing techniques such as cyclical analysis and short‑term trading, while leaving trade execution decisions to clients rather than exercising discretionary authority.
KubiTree uses flat and fixed fees instead of charging a percentage of assets under management, a pricing approach that differs from most investment managers in its regulatory category. The brochure also discloses an affiliation with a real estate brokerage (Tree Realty LLC) through the firm’s principal—real estate services are noted as not being recommended to advisory clients—which, together with acceptance of soft‑dollar benefits and a policy of not aggregating client trades, makes its business practices atypical for peers.
Client services
Financial planning
Market timing
Expertise
Options & derivatives strategies
Private / alternative investments
Fee options
$750 fixed fee for creating client financial plans
Fee-only: Flat fee of $100 per month for investment advisement; fixed fee of $750 for financial planning
Main office location
Kubitree LLC
Matthews NC, United States
Number of offices
1
Most active in
Kubitree LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
-
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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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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