# Kalinowsky Asset Management

Kalinowsky Asset Management is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** https://kalinowski.com.au

## Regulatory record

- **CRD number:** 137393
- **SEC file number:** 801-85174
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137393

## About

Kalinowsky Asset Management is an SEC-registered investment adviser since 2015. The firm manages $254 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### How does Kalinowsky Asset Management charge for its services?

The firm operates under a fee-only advisory model, billing clients directly as a percentage of assets under management. This structure is standard for independent registered investment advisors and contrasts with commission-based models where revenue is tied to product sales. Specific fee schedules are disclosed in the firm's Form ADV, filed with the SEC.

### What custodian does Kalinowsky Asset Management use for client assets?

The specific custodial relationship is not publicly disclosed. Independent advisors of this scale commonly custody assets with large third-party platforms such as Charles Schwab, Fidelity, or Pershing, which provide trade execution, safekeeping, and client reporting infrastructure. Client assets should remain segregated in individually titled accounts.

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Last updated: 2026-08-10T23:49:37.812Z

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