KENNON FINANCIAL
  • KENNON FINANCIAL
  • DAVID KENNON INCORPORATED

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 04/22/2019
ADV Location SARASOTA, FL, United States
Contact Info 941 xxxxxxx
Websites
AUM* 300,000,008 22%
of that, discretionary 300,000,008 22%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 262,927 -25%
% High Net Worth 10.93% 232%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

300M 257M 214M 171M 129M 86M 43M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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