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KENSINGTON FINANCIAL ADVISORS LLC

CRD 136346File 801-64526
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$159.9M
Bottom 25% of cohort (national)
Discretionary AUM
$159.1M
Non-discretionary $769K
Clients
91
349 accounts
Employees
2
Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 29, 2005
Principal office
101 EISENHOWER PARKWAY, SUITE 300, ROSELAND, NJ, 07068
Phone
201-201-0439

Assets & accounts

ADV Item 5F
Total regulatory AUM
$159.9M
Discretionary AUM
$159.1M
Non-discretionary AUM
$769K
Discretionary accounts
344
Non-discretionary accounts
5
Total accounts
349
AUM per client
$1.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$504K
High net worth individuals42$144.6M
Individuals (other than high net worth individuals)49$14.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.