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David Kennon Incorporated

● SEC registered since 2019CRD 301130SEC# 801-115025Sarasota, FL
Export (members)
Reg. AUM
$293M
Employees
3
Accounts
1,153
Location
Sarasota, FL

David Kennon Incorporated assets under management

David Kennon Incorporated operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2019. It reports $293 million in regulatory assets under management and employs 3 people.
www.facebook.com/kennonfinancialView on SEC.gov ↗

David Kennon Incorporated owners & executives

1 reported
NameTitleOwnershipSince
David R Kennon ControlCeo And CcoOver 75%2015

Frequently asked questions

How much does David Kennon Incorporated manage?

David Kennon Incorporated reports $293 million in regulatory assets under management on its Form ADV.

How many employees does David Kennon Incorporated have?

David Kennon Incorporated reports 3 employees.

Where is David Kennon Incorporated located?

David Kennon Incorporated is based in Sarasota, FL and has been SEC-registered since 2019.

Does David Kennon Incorporated disclose fund performance?

David Kennon Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 South School Avenue, Penthouse Suite, Sarasota, FL 34237
Phone941-556-6307
Fax941-556-6307
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$293M
Non-discretionary$0
Total (RAUM)$293M