Kennedy Investment Group
Firm details
- Headquarters
- West Deptford, New Jersey
- CRD number
- 322605
- Registered since
- November 10, 2022
- Website
- kennedyinvestmentgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.99%
- HNWI48.68%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kennedy Investment Group is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is organized as a corporation and is registered with the SEC (registration year 2022). Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and selection/oversight of third‑party advisers. Kennedy charges both percentage‑of‑AUM and fixed fees and describes itself as a capital allocator, directing client capital into externally managed vehicles as well as in‑house portfolios. The firm is not identified as an active ESG investor and lists an industry affiliation with an insurance company.
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 Funds52%
- Exchange Traded Equities46%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$102M in ETFs
41%
$42.3M
56%
$59.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $10.1M | 192,924 | 9.88% |
Location
West Deptford, NJ
Gloucester
Location
West Deptford, NJ
Headquartered in West Deptford, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Gloucester
- Address
- 196 Delaware St
- Time zone
- ET (UTC-5)
- Office locations
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