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KENSINGTON FINANCIAL GROUP, INC.
CRD 127658File 801-120510
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.5M
Bottom 25% of cohort (national)
Discretionary AUM
$163.6M
Non-discretionary $6.0M
Clients
763
853 accounts
Employees
2
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 12, 2021
- Principal office
- 110 OAKWOOD DR, SUITE 420, WINSTON-SALEM, NC, 27103
- Phone
- 336-712-9743
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.5M
- Discretionary AUM
- $163.6M
- Non-discretionary AUM
- $6.0M
- Discretionary accounts
- 763
- Non-discretionary accounts
- 90
- Total accounts
- 853
- AUM per client
- $222K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $92.2M |
| Individuals (other than high net worth individuals) | 691 | $77.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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.