{
  "crd_number": 105665,
  "slug": "kenney-investments-inc-northfield-il-105665",
  "primary_business_name": "KENNEY INVESTMENTS INC",
  "legal_name": "KENNEY INVESTMENTS INC",
  "dbas": [],
  "city": "Northfield",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-11-17",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 328498193.0,
  "raum_discretionary": 301602736.0,
  "raum_non_discretionary": 26895457.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 767698.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 325904022.0,
      "count": 31
    },
    "corporations_other_businesses": {
      "raum": 1826473.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105665",
  "city_as_filed": "NORTHFIELD",
  "url": "https://advisorcensus.com/firm/kenney-investments-inc-northfield-il-105665",
  "display_name": "Kenney Investments Inc",
  "summary": "Kenney Investments Inc is an SEC-registered investment advisory firm in Northfield, IL, registered since 1989, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Kenney Investments Inc (CRD 105665): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Kenney Investments Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kenney Investments Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Kenney Investments Inc located?",
      "a": "Kenney Investments Inc's principal office is in Northfield, IL, according to its Form ADV."
    },
    {
      "q": "Is Kenney Investments Inc registered with the SEC or a state?",
      "a": "Kenney Investments Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105665."
    },
    {
      "q": "How much does Kenney Investments Inc manage?",
      "a": "Kenney Investments Inc reports $328,498,193 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (92% discretionary)."
    },
    {
      "q": "How have Kenney Investments Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kenney Investments Inc: Regulatory assets under management: $240,269,480 in the October 2021 data and $328,498,193 in the October 2026 data, up 37%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kenney Investments Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (2); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Kenney Investments Inc use?",
      "a": "Kenney Investments Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kenney Investments Inc report any disciplinary disclosures?",
      "a": "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/105665"
    },
    {
      "q": "Does Kenney Investments Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Our minimum account size is generally $1.3 million.\""
    },
    {
      "q": "What changed in Kenney Investments Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 240269480.0,
      "total_employees": 2,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 306359702.0,
      "total_employees": 2,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 259496731.0,
      "total_employees": 2,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 283540865.0,
      "total_employees": 2,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 332120664.0,
      "total_employees": 2,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 328498193.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in IL.",
        "No longer registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,300,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,300,000"
        ],
        "quotes": [
          "Our minimum account size is generally $1.3 million."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1300000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our minimum account size is generally $1.3 million."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/kenney-investments-inc-northfield-il-105665.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 767698.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 325904022.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1826473.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105665",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}