Investment adviser · CRD 106701
KINNAMON & ASSOCIATES LTD II
Investment adviser filing (IA)
BARRINGTON, IL, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $118M Form ADV · Item 5.F
- Client accounts
- 396 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 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 | 113 | $84,876,887 | 72.2% |
| High-net-worth individuals | 5 | $25,384,098 | 21.6% |
| Retirement plans | 8 | $6,838,589 | 5.8% |
| Corporations & businesses | 5 | $462,606 | 0.4% |
Filing source
Form ADV 2093659 · Apr 10, 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: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Hourly · Fixed · Commissions
Principal office
217 N. NORTHWEST HWYBARRINGTON, IL, 60010, United States
CRD 106701
Filing source
Form ADV 2093659 · Apr 10, 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.