Kensington Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseland, NJ. Its latest Form ADV filing, dated January 29, 2026, reports $160M in regulatory assets under management, 2 employees, and 349 accounts.
Assets Under Management
$160M
Employees
2
Offices
--
Total Clients
91
Primary office
ROSELAND, NJ
101 EISENHOWER PARKWAY, SUITE 300, ROSELAND, NJ, United States
Top client segmentIndividuals represent 53.8% of total clients.
Top client categories% of clientsClients
1
Individuals
53.8%
49
2
HNWI
46.2%
42
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of January 29, 2026
Discretionary99.5%
$159M
100% of total RAUM99.5%
Non-discretionary0.5%
$769K
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts349
10Y AUM Change$-18M (-10.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change-1 (-33.3%)
* 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.