THE KEMINTON GROUP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Private Funds6%
- Cash & Cash Equivalents2%
Contacts
1 of 1DIRK RUSSELL
Principal & OwnerCRD 2204692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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