KENNON-GREEN & CO.
Firm details
- Headquarters
- NEW ALBANY, Ohio
- CRD number
- 284713
- Registered since
- July 15, 2022
- Website
- www.kennongreen.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI89.94%
- Individuals10.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kennon-Green & Co. is a single-owner limited liability advisory firm that registered with the SEC in 2022. Its client base is focused on individuals and families, and it provides discretionary portfolio management for both individual/small-business clients and for businesses or institutions. The firm charges a mix of fees — a percentage of assets under management, fixed fees, and performance-based fees. Kennon-Green reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Contacts
3 of 4Jacob Mark
AssociateCRD 7621437
Joshua Kennon
Founder & Managing DirectorCRD 6686246
Aaron Green
Founder & Managing DirectorCRD 6686256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$433K in ETFs
100%
$433K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $433K | 4,299 | 100.00% |
Location
NEW ALBANY, OH
FRANKLIN
Location
NEW ALBANY, OH
Headquartered in NEW ALBANY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 5031 Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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