Alex Kimura
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- Full Name
- Alex Kimura (also listed as Alexander M. Kimura)
- Title
- Co-Founder & President, Argosy Wealth Management (retired Senior Wealth Advisor, Mercer Advisors)
- Firm
- Argosy Wealth Management, Inc. (acquired by Mercer Global Advisors, Inc. in 2020)
- Firm Type
- Registered Investment Adviser (RIA) — wealth management & financial planning firm *(not an angel/venture fund, contrary to the stub)*
- Investment Stage
- N/A — manages client wealth via public-market portfolios and financial planning, not startup rounds
- Target Company Profile
- N/A for startups — his client base was high-net-worth households
- Sector Focus
- Personal wealth management, financial planning, investment management
- Geographic Focus
- Southern California / Greater Los Angeles
- Location
- Los Angeles area, California, United States
Background
Alex Kimura is a Certified Financial Planner (CFP®) who also holds the AIF® (Accredited Investment Fiduciary) designation and an MBA from the UCLA Anderson School of Management (attended 1984–1986). His career has been in personal financial advisory and wealth management rather than venture or angel investing.
In 2010, Kimura co-founded Argosy Wealth Management, Inc. with partner Michael Karon. The firm, based near Beverly Hills in the Los Angeles area, provided full-service financial planning and investment management to high-net-worth clients. By the time of its sale, Argosy managed approximately $330 million in assets for roughly 300 households, supported by a team of about seven staff.
On June 30, 2020, Mercer Global Advisors, Inc. (Mercer Advisors) acquired Argosy Wealth Management. Kimura and co-founder Michael Karon joined Mercer Advisors along with their staff, with Kimura continuing as a Senior Wealth Advisor. His stated rationale for the deal was gaining a larger platform to handle back-office operations so advisors could focus on client service. His prior professional affiliations include Moran Kimura & Heising and Cetera Advisor Networks LLC. His LinkedIn now lists him as a Retired Senior Wealth Advisor.
Investment Thesis & Focus
- Kimura's professional "investing" was client-directed wealth management, not startup equity — building diversified investment and financial-planning portfolios for high-net-worth households.
- In his own words on the Mercer deal, he emphasized cultural and client-service alignment: *"Argosy and Mercer Advisors share the same client focused values, and I love that the company is deeply loyal to their staff like us and have defined career path opportunities for them."*
- His decision framework as a firm owner favored long-term client relationships, fiduciary standards (AIF®/CFP®), and operational scale — he sought a larger RIA platform to offload back-office work.
- No publicly documented seed-stage, angel, or venture thesis exists for Kimura. Founders seeking startup capital are unlikely to find a fit here.
Notable Investments
- No startup or angel portfolio companies could be verified. The stub record's "Seed Round" framing is not corroborated by any source.
- His most significant business "transaction" of record is the 2020 sale of Argosy Wealth Management to Mercer Advisors — a ~$330M-AUM RIA he co-founded and grew from 2010.
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