KENTOR FINANCIAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
AUSTIN, Texas
CRD number
114996
Website
kentor.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Kentor Financial operates as a small, privately held corporate advisory firm that functions largely as a capital allocator and insurance broker. The firm provides financial planning and adviser-selection services, and it builds client solutions around insurance products alongside traditional investment vehicles. Its stated business model combines fee-based services (percentage of AUM, hourly and fixed fees, and other fee arrangements) with brokerage activity tied to insurance distribution. On the investment side, Kentor Financial relies on outside managers for alternative real estate exposure and supplements client portfolios with mutual funds, annuities and corporate debt. The firm is classified as unclassified and is not reported to be an active ESG investor. It is identified as a domestic entity with individual ownership ties and maintains affiliations as both a broker-dealer and an investment adviser in a non-pension consulting capacity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • MICHAEL KENTOR

    Founder and PresidentCRD 268144

  • MARLA MCCLAIN

    Co-Founder and PrincipalCRD 1701690

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1111 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth