BARRINGTON, ILCRD 106701Registration Status: ApprovedEffective since April 8, 2026Latest ADV April 10, 2026
Kinnamon & Associates Ltd Ii is an SEC registered investment adviser organized as a corporation with a primary office location in Barrington, IL. Its latest Form ADV filing, dated April 10, 2026, reports $118M in regulatory assets under management, 7 employees, and 396 accounts.
Assets Under Management
$118M
Employees
7
Offices
--
Total Clients
131
Primary office
BARRINGTON, IL
217 N. NORTHWEST HWY, BARRINGTON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Commissions
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
113
2
Pension Plans
6.1%
8
3
HNWI
3.8%
5
4
Corporations
3.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of April 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$118M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$118M
Total Accounts396
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee19:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.