Kennon-Green & Co
Firm details
- Headquarters
- New Albany, Ohio
- CRD number
- 284713
- Registered since
- July 15, 2022
- Website
- www.kennongreen.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI89.94%
- Individuals10.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kennon-Green & Co. is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is privately owned by an individual and focuses on fee-based portfolio management for individuals, families and small businesses, and it also manages accounts for business or institutional clients. Its billing mixes percentage-of-AUM fees with fixed fees and, in some cases, performance-based fees. The firm does not present itself as an active ESG investor and is not listed as a multi-state adviser.
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
- Exchange Traded Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Joshua Kennon
Founder & Managing DirectorCRD 6686246
Aaron Green
Founder & Managing DirectorCRD 6686256
Jacob Mark
AssociateCRD 7621437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.3M in ETFs
100%
$2.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $2.3M | 23,026 | 100.00% |
Location
New Albany, OH
Franklin
Location
New Albany, OH
Headquartered in New Albany, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5031 Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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