Overview
Assets Under Management: $170 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 72
Average Client Assets: $1.3 million
Frequently Asked Questions
KENSINGTON FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127658), KENSINGTON FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
KENSINGTON FINANCIAL GROUP, INC. is headquartered in WINSTON-SALEM, NC.
KENSINGTON FINANCIAL GROUP, INC. serves 72 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, KENSINGTON FINANCIAL GROUP, INC. offers portfolio management for individuals. View all service details ↓
KENSINGTON FINANCIAL GROUP, INC. manages $170 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, KENSINGTON FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.40%
Average Client Assets: $1.3 million
Total Client Accounts: 853
Discretionary Accounts: 763
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 127658
Filing ID: 2067741
Last Filing Date: 2026-03-30 10:30:48