KB
Kai B. Bidell
ALIGN IMPACT
DENVER, CO 80204
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CRD#: 8070742
KB
Professional summary
Kai Benjamin Nelson Bidell is a registered financial advisor currently at ALIGN IMPACT, LLC located in Denver, Colorado.
Kai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kai has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Kai is the managing partner of KB Capital, an investment vehicle founded by him in 2016 that is closed to other investors. He spends approximately 8 hours a month during his personal time on this endeavor. It is investment-related - Kai serves as the portfolio manager to the vehicle. He engages in this activity from his personal residence.
CRS (Client Relationship Summary) - RIA
Click below to view Kai Benjamin Nelson Bidell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2025 - Present
ALIGN IMPACT, LLC
Office #1: 1001 Bannock St 3rd Floor, Denver, CO 80204RIA
CRD#: 176516
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC
CRD#: 176516 / SEC#: 801-96173
RIA
Registered Investment Advisory firm - (5/1/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/11/2025)
IAR
Colorado(6/11/2025)
IAR
New York(6/11/2025)
Exams
Current Firm
AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC
CRD#: 176516 / SEC#: 801-96173
RIA
Registered Investment Advisory firm - (5/1/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1001 Bannock St 3rd Floor, Denver, CO 80204
Mailing Address
Phone number
(805) 243-8055
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 782,266,040 |
Red Flags
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