Overview
- Headquarters
- New Albany, OH
- Total Firm Assets
- $171 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: KENNON-GREEN & CO. FORM ADV PART 2A AND 2B (2025-03-18)
· View brochure text
Latest filing: KENNON-GREEN & CO. FORM ADV PART 2A AND 2B (2026-03-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.89% |
| $1,000,001 | $3,000,000 | 0.79% |
| $3,000,001 | $5,000,000 | 0.69% |
| $5,000,001 | $10,000,000 | 0.59% |
| $10,000,001 | and above | 0.49% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,900 | 0.89% |
| $5 million | $38,500 | 0.77% |
| $10 million | $68,000 | 0.68% |
| $50 million | $264,000 | 0.53% |
| $100 million | $509,000 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.94%
- Number of High-Net-Worth Clients
- 53
- Total Client Accounts
- 292
- Discretionary Accounts
- 292
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 284713
- KENNON-GREEN & CO. FORM ADV PART 2A AND 2B (2026-03-19) · View brochure text
- KENNON-GREEN & CO. FORM ADV PART 2A AND 2B (2025-03-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗