Kempthorne Analytics, Inc

RIASEC Registered
Total AUM
$452K
Discretionary
$452K
100% of AUM
Avg account
$151K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
142754
Fee structure
Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kempthorne Analytics, Inc. is a small, owner-operated corporate advisory that lists commodity-related activity as a core part of its business (identified as CPO or CTA). Its stated advisory focus is portfolio management for individuals and small businesses, and it reports a nonstandard fee arrangement (“Other”). The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Investment activity is concentrated and deliberate: the firm shows a heavy cash position alongside explicit use of third-party managers for alternative strategies. The CPO/CTA designation and the firm’s listed use of commodities and oil & gas suggest proficiency or emphasis on commodity markets and energy exposures, while allocations to hedge funds and real estate indicate a willingness to access active, manager-driven strategies beyond simple long-only portfolios. Given the small scale of assets, Kempthorne Analytics appears to operate as a boutique adviser focused on a limited set of accounts and specialized strategies rather than broad retail distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 56%, Exchange Traded Equities 44%56%
  • Cash & Cash Equivalents56%
  • Exchange Traded Equities44%

Contacts

1 of 1
  • Peter Kempthorne

    Peter Kempthorne

    PresidentCRD 5263204

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth