KEVIN KENNEDY, LLC

Overview

Kevin Kennedy, LLC is a small advisory firm organized as a limited liability company that offers financial planning and portfolio management for individuals, small businesses and institutional clients. The firm acts as a capital allocator and provides manager-selection services, indicating it can place client assets with third‑party advisers or subadvisors rather than relying solely on in‑house strategies. Fee arrangements include a percentage-of-assets model alongside hourly billing, and the adviser does not identify as an active ESG investor. The firm is not registered as a multistate adviser, is not described as a pension consultant, and is not listed as a related adviser. Kevin Kennedy, LLC’s business activity mix centers on financial planning, discretionary and non‑discretionary portfolio management for retail and business clients, and the selection of other advisers. That mix suggests a hybrid operating model where the adviser provides direct portfolio oversight for some clients while delegating to external managers or funds for specific strategies or asset classes.

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Location & Offices