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 an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, with advisory work that spans portfolio management for individuals and small businesses as well as for businesses or institutional clients. Its fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator.
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 4
Jacob 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
$3.6M in ETFs
100%
$3.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $3.6M | 36,180 | 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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