KENSINGTON FINANCIAL GROUP, INC.
  • KENSINGTON FINANCIAL GROUP, INC.
  • KENGINGTON FINANCIAL GROUP,INC.
  • KENSINGTON FINANCIAL GROUP, CORPORATION
  • KENSINGTON FINANCIAL GROUP

Adviser Profile

As of Date 05/15/2026
Registration SEC, Approved, 03/12/2021
Other registrations (2)
ADV Location WINSTON-SALEM, NC, United States
Contact Info 336 xxxxxxx
AUM* 169,515,660 37%
of that, discretionary 163,556,321 36%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 198,729 -21%
% High Net Worth 9.44% -4%
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

164M 140M 117M 93M 70M 47M 23M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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