Kensington Financial Group, Inc.
Kensington Financial Group, Inc. is an SEC-registered mass-market adviser in Winston-Salem, NC with $169.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Kensington Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127658, SEC 801-120510, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $169.5M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Winston-Salem, NC
- Employees
- 2
- Clients
- 763
- CRD
- 127658
- Ownership
- DINKINS, BEVERLY, SHORE; NELSON, NICKOLAS, BRETT; Haggerson, Christopher, Michael; JENKINS, CHARLES, STEVEN; BROWN, SR., KENNETH, BRADBURY
How much AUM does Kensington Financial Group, Inc. have?
Kensington Financial Group, Inc. reported $169.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Kensington Financial Group, Inc.?
Disclosed owners and executives of Kensington Financial Group, Inc. include DINKINS, BEVERLY, SHORE, NELSON, NICKOLAS, BRETT, Haggerson, Christopher, Michael, JENKINS, CHARLES, STEVEN, BROWN, SR., KENNETH, BRADBURY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.