Investment adviser · CRD 174632
R.L.K. ADVISORY GROUP
Investment adviser filing (IA)
ROBBIE L. KENNERSON, P.A.
PORT ORANGE, FL, United States · Form ADV filed Nov 30, 2022
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 910 Accounts, not individual clients
- Employees
- 4 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 | 525 | $74,698,182 | 54.3% |
| High-net-worth individuals | 49 | $61,960,703 | 45.0% |
| Retirement plans | Fewer than 5 | $577,832 | 0.4% |
| Charities | Fewer than 5 | $374,760 | 0.3% |
Filing source
Form ADV 1691800 · Nov 30, 2022 · 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: Nov 30, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
4240 S. RIDGEWOOD AVENUE, SUITE 1PORT ORANGE, FL, 32127, United States
CRD 174632
Filing source
Form ADV 1691800 · Nov 30, 2022 · 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.