KENSINGTON FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 2021

Total AUM

$170M

Discretionary

$164M

96% of AUM

Avg account

$199K

Accounts

853

Employees

2

Advisory reps

4

Firm details

Headquarters: WINSTON SALEM, North Carolina
CRD number: 127658
Registered since: March 12, 2021
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: HNWI54.4%
Individuals45.6%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kensington Financial Group, Inc. is a small, SEC‑registered corporate adviser (registered in 2021) that focuses on portfolio management for individuals and small businesses. The firm is owner‑held and charges fees as a percentage of assets under management. Its stated client base is individuals and families, and it does not present itself as a multi‑state adviser, pension consultant, or capital allocator. Kensington reports it is not an active ESG investor and lists an insurance company affiliation among its industry links.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities67%
Public Funds/Mutual Funds16%
Cash & Cash Equivalents14%
Derivatives3%

Contacts

3 of 4

Debra Nelson
ShareholderCRD 7866738
BRETT NELSON
PresidentCRD 4681786
Christopher Haggerson
Investment Adviser RepresentativeCRD 6950525

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WINSTON SALEM, NC

FORSYTH

Location

WINSTON SALEM, NC

Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area: Greensboro--Winston-Salem--High Point, NC
Region: South
County: FORSYTH
Address: 110 Oakwood Dr
Time zone: ET (UTC-5)
Office locations

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