Kensington Securities, LLC

Overview

Kensington Securities, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management primarily for individuals and small businesses, charging a mix of percentage-of-AUM, hourly and fixed fees. It is owned by an individual and operates as a single-state adviser that does not identify as an active ESG investor. Investment activity centers on public pooled vehicles and traditional wealth-management solutions rather than direct private deal-sourcing. The firm is not structured as a capital allocator; instead it relies on third-party managers and packaged products to deliver diversified exposure across equities, fixed income and alternatives. Kensington also has an affiliation with an insurance company and uses annuities and insurance-wrapped products as part of its planning toolbox.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices