Kensington Investment Counsel
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 108012
- Registered since
- July 29, 2021
- Website
- kensingtonic.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.17%
- Individuals2.75%
- Charitable Organizations0.61%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kensington Investment Counsel is an independent, SEC-registered investment adviser that offers fee-based wealth management and financial planning primarily for individuals and families. Registered in 2021 as an LLC, the firm provides portfolio management for individuals, small businesses, and institutional clients. Its business model charges a percentage of assets under management and the firm does not position itself as a capital allocator or an ESG-focused manager. The adviser’s client base is concentrated on private individuals and family relationships rather than large institutional mandates. Kensington’s activities emphasize personalized planning and discretionary portfolio management rather than multi-state or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jonathan Wimbish
Portfolio Manager, Chief Investment OfficerCRD 4256943
Contacts
2 of 2
Richard Wimbish
Founder & PartnerCRD 4363642
Jeffrey Wimbish
Managing PartnerCRD 4363647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$12.9M in ETFs
96%
$12.4M
2%
$490K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.7M | 7,792 | 44.50% |
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5580 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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