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 registered investment adviser structured as a corporation and registered with the SEC in 2022. The firm is owner-operated and positions itself as a capital allocator for private clients, focusing on individuals and families. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party managers. Compensation is a mix of assets‑under‑management fees and fixed fees. The firm is not identified as an active ESG investor, and the dataset records an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2JOHN KENNEDY
Founder & CEOCRD 2453669
Eugene Donato
Chief Compliance OfficerCRD 4930813
Contacts
3 of 4KEITH HERING
Managing DirectorCRD 1496018
HENRY SCHROEDER
PresidentCRD 4980239
Alexa Comey
Senior PlannerCRD 7196987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$80.8M in ETFs
49%
$39.4M
50%
$41.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) | BlackRock | Passive | Large Blend | $10.8M | 116,705 | 13.39% |
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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