Kenneth Frenke & Co is an SEC registered investment adviser organized as a corporation with a primary office location in Arden, NC. Its latest Form ADV filing, dated March 24, 2026, reports $207M in regulatory assets under management, 3 employees, 2 offices, and 734 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
187
2
HNWI
23.7%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 24, 2026
Discretionary100.0%
$207M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$207M
Total Accounts734
10Y AUM Change+$83M (+66.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee82:1
10Y Employee Change-1 (-25.0%)
* 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.