RIA Intel›Advisers›North Carolina›KENSINGTON FINANCIAL GROUP, INC.

KENSINGTON FINANCIAL GROUP, INC.

Advisory

N·WINSTON-SALEM, NC

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM
$170M
1-Year AUM Growth
+19.0%
3-Year CAGR
+0.3%
Employees
2
Assets Under Management
Total AUM$170M
Discretionary AUM$164M
Non-Discretionary AUM$6M
Discretionary %96.5%
Total Clients769
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingApr 9, 2010
Latest FilingMay 15, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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