KENNON FINANCIAL

Overview

Kennon Financial is an owner-operated corporate advisory firm focused on portfolio management for individuals and small businesses. The firm is SEC-registered since 2019 and operates with a percentage-of-AUM fee model. In addition to investment advisory work, Kennon Financial functions as an insurance broker, which shapes the composition of client solutions and likely increases the use of insurance-linked products inside client portfolios. The firm’s client focus is individual and family relationships rather than institutional work, and it does not identify as an active ESG investor or a multi-state adviser. Kennon Financial classifies itself as unclassified on regulatory filings and is not structured as a capital allocator. Its advisory activity is concentrated on direct portfolio management rather than pension consulting or related-adviser arrangements. The owner-driven structure suggests a boutique operating style with centralized decision-making.

Assets & Accounts

Investments & Alternatives

Location & Offices