KINNAMON & ASSOCIATES LTD II

RIASEC RegisteredEst. 2026

Total AUM

$118M

Discretionary

0% of AUM

Avg account

$297K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Barrington, Illinois
CRD number: 106701
Registered since: April 8, 2026
Website: www.kinnamoninvest.com
Custodians: PERSHING LLC
Fee structure: Hourly Charges, Fixed Fees, Commissions
Client types: Individuals72.2%
HNWI21.59%
Pension & Profit Sharing Plans5.82%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Kinnamon & Associates Ltd II is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is registered with the SEC (registration recorded for 2026) and serves both individual & family and institutional clients. Its practice combines advisory services with broker-dealer, insurance-broker, and accounting activities; fee arrangements include hourly and fixed fees as well as commission-based charges. On the advisory side the firm lists financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting among its services. The ADV indicates the firm does not position itself as an active ESG investor.