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KENNEY INVESTMENTS INC
CRD 105665File 801-35528
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$328.5M
Below cohort median (national)
Discretionary AUM
$301.6M
Non-discretionary $26.9M
Clients
34
34 accounts
Employees
2
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 17, 1989
- Principal office
- ONE NORTHFIELD PLAZA, STE 505, NORTHFIELD, IL, 60093
- Phone
- 847-441-2642
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $328.5M
- Discretionary AUM
- $301.6M
- Non-discretionary AUM
- $26.9M
- Discretionary accounts
- 30
- Non-discretionary accounts
- 4
- Total accounts
- 34
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $1.8M |
| High net worth individuals | 31 | $325.9M |
| Individuals (other than high net worth individuals) | 2 | $768K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.