Kenwyck Capital

RIAState Registered

Total AUM

$6.8M

Discretionary

$1.8M

26% of AUM

Avg account

$282K

Accounts

24

Employees

1

Advisory reps

1

Firm details

Headquarters: Marietta, Georgia
CRD number: 332844
Website: www.kenwyckcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.6%
Individuals26.4%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kenwyck Capital is an independent, Georgia-registered limited liability company that serves individuals and families. The firm is owner-operated and positions itself as both an adviser and a capital allocator—providing financial planning, portfolio management for individuals and small businesses, selection of external advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Kenwyck Capital reports incorporating ESG considerations into its investment work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Public Funds/Mutual Funds43%
Non-Exchange Traded Equities4%
Cash & Cash Equivalents1%

Contacts

1 of 1

Anne Simpson
Founder & Financial AdvisorCRD 5273267

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Marietta, GA

Cobb

Location

Marietta, GA

Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Cobb
Address: 4180 Providence Rd
Time zone: ET (UTC-5)
Office locations

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