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KENORA FINANCIAL, LLC
CRD 123524File 801-112395
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.8M
Below cohort median (national)
Discretionary AUM
$315.8M
Clients
191
100 accounts
Employees
7
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 6, 2018
- Principal office
- 1295 RAND ROAD, SUITE 100, DES PLAINES, IL, 60016
- Phone
- (847) 257-7200
- Website
- HTTP://KENORAFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.8M
- Discretionary AUM
- $315.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 100
- Non-discretionary accounts
- 0
- Total accounts
- 100
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| High net worth individuals | 70 | $169.9M |
| Pooled investment vehicles | 1 | $82.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 120 | $58.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D3
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 181 | 191 | increased by10 |
| Apr 1, 2026 | AUM | $269,662,450 | $315,800,000 | increased by$46,137,550 |
| Apr 1, 2026 | Accounts | 499 | 100 | decreased by399 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 196 | 181 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $237,256,669 | $269,662,450 | increased by$32,405,781 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 196 | 499 | increased by303 |
| Apr 1, 2022 | Clients | 190 | 196 | increased by6 |
| Apr 1, 2022 | AUM | $177,806,293 | $237,256,669 | increased by$59,450,376 |
| Apr 1, 2022 | Accounts | 189 | 196 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KENORA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KENORA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.