# Kennedy Investment Group

> Kennedy Investment Group is an SEC-registered investment advisory firm in West Deptford, NJ, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 322605
- Filed as: KENNEDY INVESTMENT GROUP
- Legal name: Kennedy Investment Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Deptford, NJ
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322605
- AdvisorCensus page: https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605

## Quick answers

**How is Kennedy Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Kennedy Investment Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Kennedy Investment Group charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: up to $1,500 (estate planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kennedy Investment Group located?**
Kennedy Investment Group's principal office is in West Deptford, NJ, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kennedy Investment Group registered with the SEC or a state?**
Kennedy Investment Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322605.

**How much does Kennedy Investment Group manage?**
Kennedy Investment Group reports $633,231,923 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Kennedy Investment Group's assets and staff changed since 2022?**
In the Form ADV data for Kennedy Investment Group: Regulatory assets under management: $0 in the October 2022 data and $633,231,923 in the October 2026 data. Total employees: 11 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kennedy Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (916); high net worth individuals (120).

**Which custodians does Kennedy Investment Group use?**
Kennedy Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kennedy Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322605

**Does Kennedy Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "KIG generally does not impose a minimum account size for establishing a relationship." "KIG generally does not impose a minimum relationship size."

**What changed in Kennedy Investment Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $545,415,103 to $633,231,923 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> KIG generally does not impose a minimum account size for establishing a relationship.

> KIG generally does not impose a minimum relationship size.

- Flat fee: up to $1,500 (estate planning services)

> Estate Planning Services- The Advisor offers estate planning services for a fixed engagement fee. Fixed fees range up to $1,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $633,231,923
- Discretionary: $633,231,923
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 916 | $322,855,481 |
| High net worth individuals | 120 | $308,235,027 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,141,415 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Holicong, PA

### Websites listed on Form ADV (Item 1.I)
- [kennedyinvestmentgroup.com](https://kennedyinvestmentgroup.com)
- Facebook @KennedyInvestmentGroup
- Facebook @kennedyinvestementgroupholicong
- Instagram @kennedyinvestmentgroupnj
- LinkedIn @kennedy-investment-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 11 | August 22, 2022 |
| October 2023 | $397,444,659 | 14 | March 21, 2023 |
| October 2024 | $468,693,035 | 11 | February 15, 2024 |
| October 2025 | $545,415,103 | 10 | January 31, 2025 |
| October 2026 | $633,231,923 | 12 | February 6, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $633,231,923 in the October 2026 data.
Total employees: 11 in October 2022 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $545,415,103 to $633,231,923 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kennedy Investment Group (CRD 322605): Form ADV filing data as of October 2026.