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KENNON FINANCIAL
Legal name: DAVID KENNON INCORPORATED
CRD 301130File 801-115025
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$300.0M
Below cohort median (national)
Discretionary AUM
$300.0M
Clients
741
1,141 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 22, 2019
- Principal office
- 1 SOUTH SCHOOL AVENUE, PENTHOUSE SUITE, SARASOTA, FL, 34237
- Phone
- 941-556-6307
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.0M
- Discretionary AUM
- $300.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,141
- Non-discretionary accounts
- 0
- Total accounts
- 1,141
- AUM per client
- $405K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $134.5M |
| Individuals (other than high net worth individuals) | 660 | $165.5M |
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 589 | 741 | increased by152 |
| Apr 1, 2026 | AUM | $293,000,000 | $300,000,008 | increased by$7,000,008 |
| Apr 1, 2026 | Accounts | 1,153 | 1,141 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 483 | 589 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $242,000,000 | $293,000,000 | increased by$51,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,059 | 1,153 | increased by94 |
| Feb 1, 2022 | Clients | 424 | 483 | increased by59 |
| Feb 1, 2022 | AUM | $200,000,000 | $242,000,000 | increased by$42,000,000 |
| Feb 1, 2022 | Accounts | 375 | 1,059 | increased by684 |
| 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 “KENNON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KENNON 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.