KENORA FINANCIAL, LLC

Overview

Kenora Financial, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm runs discretionary equity-heavy portfolios and also manages at least one pooled investment vehicle, which aligns with its advisory activities that include portfolio management for pooled investment vehicles and published client communications and workshops. Its client base spans individual and family clients as well as some institutional relationships, and its primary fee model is a percentage of assets under management. Investment positioning is tilted toward publicly listed equities and exchange-traded products, with active use of third-party managers for non-public strategies. While Kenora Financial is not an active ESG investor, it incorporates alternative exposures — hedge funds, private placements and real estate — into client allocations and operates a private pooled vehicle alongside more traditional mutual funds and annuities. The firm appears to rely on external specialists for alternative allocations rather than operating as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices