Kennon-Green & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Albany, OH. Its latest Form ADV filing, dated March 19, 2026, reports $171M in regulatory assets under management, 4 employees, and 292 accounts.
Assets Under Management
$171M
Employees
4
Offices
--
Total Clients
90
Primary office
NEW ALBANY, OH
5031 FOREST DRIVE, SUITE A, NEW ALBANY, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
53
2
Individuals
41.1%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 19, 2026
Discretionary100.0%
$171M
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.
Total AUM$171M
Total Accounts292
10Y AUM Change+$54M (+45.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change+2 (+100.0%)
* 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.