Kennicott Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$324M
Discretionary
$324M
100% of AUM
Avg account
$1.6M
Accounts
197
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
128947
Registered since
May 4, 2021
Website
www.kennicottcapital.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI97.28%
  • Individuals1.64%
  • Charitable Organizations1.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kennicott Capital Management LLC is an independent, owner-managed registered investment adviser that began SEC registration in 2021. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals, small businesses, and institutional clients. Kennicott is not marketed as an ESG-focused adviser, and it does not identify as a multi-state or pension consultant adviser; its core activity is discretionary portfolio management rather than wholesale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 65%, Private Funds 20%, US Government Bonds 12%, State & Local Bonds 2%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • Private Funds20%
  • US Government Bonds12%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Lawrence Dan

    Lawrence Dan

    Managing PartnerCRD 1504996

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$278M in ETFs

Passive

100%

$278M

Active

0%

$556K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$53.5M72,70419.25%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth