Investment adviser · CRD 301130
KENNON FINANCIAL
Investment adviser filing (IA)
DAVID KENNON INCORPORATED
SARASOTA, FL, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 1,141 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 660 | $165,500,008 | 55.2% |
| High-net-worth individuals | 81 | $134,500,000 | 44.8% |
Filing source
Form ADV 2040697 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1 SOUTH SCHOOL AVENUE, PENTHOUSE SUITESARASOTA, FL, 34237, United States
CRD 301130
Filing source
Form ADV 2040697 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.