DES PLAINES, ILCRD 123524Latest ADV March 13, 2026
Kenora Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Des Plaines, IL. Its latest Form ADV filing, dated March 13, 2026, reports $316M in regulatory assets under management, 7 employees, and 100 accounts.
Assets Under Management
$316M
Employees
7
Offices
--
Total Clients
191
Primary office
DES PLAINES, IL
1295 RAND ROAD, SUITE 100, DES PLAINES, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.8% of total clients.
Top client categories% of clientsClients
1
Individuals
62.8%
120
2
HNWI
36.6%
70
3
Pooled Investment Vehicles
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 13, 2026
Discretionary100.0%
$316M
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$316M
Total Accounts100
10Y AUM Change+$196M (+163.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee27:1
10Y Employee Change+3 (+75.0%)
* 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.