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Kensington Financial Group, Inc.

● SEC registered since 2021CRD 127658SEC# 801-120510Winston-Salem, NC
Export (members)
Reg. AUM
$146.8M
Employees
2
Accounts
769
Location
Winston-Salem, NC

Kensington Financial Group, Inc. assets under management

Kensington Financial Group, Inc. operates as an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2021. It reports $146.8 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Kensington Financial Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Beverly Shore DinkinsShareholderUnder 5%2004
Brett William Nelson ControlPresident & Ceo50-75%2003
Christopher Michael Haggerson ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Kensington Financial Group, Inc. manage?

Kensington Financial Group, Inc. reports $146.8 million in regulatory assets under management on its Form ADV.

How many employees does Kensington Financial Group, Inc. have?

Kensington Financial Group, Inc. reports 2 employees.

Where is Kensington Financial Group, Inc. located?

Kensington Financial Group, Inc. is based in Winston-Salem, NC and has been SEC-registered since 2021.

Does Kensington Financial Group, Inc. disclose fund performance?

Kensington Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Oakwood Dr, Suite 420, Winston-Salem, NC 27103
Phone336-712-9743
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142M
Non-discretionary$4.8M
Total (RAUM)$146.8M