Kennedy Investment Counsel LLC

Overview

Kennedy Investment Counsel LLC is a small, independent registered investment adviser focused on serving individual and family clients with discretionary portfolio management and financial planning. The firm operates under an owner-type structure identified as individual ownership and charges clients on a percentage-of-assets basis. It does not self-identify as an ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity centers on publicly managed funds as the primary vehicle for client portfolios, with the firm running discretionary accounts and tailoring allocations to individual and small-business needs. Custody through Interactive Brokers suggests a platform capable of handling mutual funds, ETFs and direct securities when appropriate, but the firm’s position sizing and product mix indicate a preference for pooled public funds rather than concentrated single-stock positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices