Kensington Investment Counsel
Kensington Investment Counsel is an SEC-registered wealth manager in Long Beach, CA with $310.2M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Kensington Investment Counsel: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108012, SEC 801-121893, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $310.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Long Beach, CA
- Employees
- 4
- Clients
- 115
- CRD
- 108012
- Ownership
- WIMBISH, RICHARD, G.; WIMBISH, JEFFREY, G.; WIMBISH, JONATHAN, SCOTT; JONATHAN S. WIMBISH SEPARATE PROPERTY TRUST DTD AUGUST 26, 2015; JEFFREY G. WIMBISH TRUST DTD JANUARY 12, 2000
How much AUM does Kensington Investment Counsel have?
Kensington Investment Counsel reported $310.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kensington Investment Counsel?
Disclosed owners and executives of Kensington Investment Counsel include WIMBISH, RICHARD, G., WIMBISH, JEFFREY, G., WIMBISH, JONATHAN, SCOTT, JONATHAN S. WIMBISH SEPARATE PROPERTY TRUST DTD AUGUST 26, 2015, JEFFREY G. WIMBISH TRUST DTD JANUARY 12, 2000. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.