THE KEMINTON GROUP

RIASEC Registered
Total AUM
$4.6M
Discretionary
$4.6M
100% of AUM
Avg account
$1.1M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
166040
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Keminton Group is an independent registered investment adviser that serves individual and family clients, operating as a fee-based advisor using both percentage-of-AUM and fixed-fee arrangements. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on behalf of clients. The Keminton Group acts as a capital allocator — it integrates external managers and fund-level exposures into client portfolios rather than relying solely on in‑house single‑security management. Investment activity emphasizes public pooled vehicles as the core sleeve for client portfolios, while the firm retains the ability to access and allocate to private-market strategies and insurance products. The adviser is not identified as an active ESG investor. Given the small asset base and single‑client concentration, the manager profile reads as a boutique advisory practice focused on customized solutions for high‑net‑worth households rather than mass-market retail advisory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Private Funds 6%, Cash & Cash Equivalents 2%92%
  • Public Funds/Mutual Funds92%
  • Private Funds6%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • DIRK RUSSELL

    Principal & OwnerCRD 2204692

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
5 Penn Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth