# Kenney Investments Inc

> 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.

- CRD: 105665
- Filed as: KENNEY INVESTMENTS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105665
- AdvisorCensus page: https://advisorcensus.com/firm/kenney-investments-inc-northfield-il-105665

## Quick answers

**How is Kenney Investments Inc compensated?**
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).

**Where is Kenney Investments Inc located?**
Kenney Investments Inc's principal office is in Northfield, IL, according to its Form ADV.

**Is Kenney Investments Inc registered with the SEC or a state?**
Kenney Investments Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105665.

**How much does Kenney Investments Inc manage?**
Kenney Investments Inc reports $328,498,193 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (92% discretionary).

**How have Kenney Investments Inc's assets and staff changed since 2021?**
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.

**What types of clients does Kenney Investments Inc serve?**
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).

**Which custodians does Kenney Investments Inc use?**
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.

**Does Kenney Investments Inc 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/105665

**Does Kenney Investments Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Our minimum account size is generally $1.3 million."

**What changed in Kenney Investments Inc's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in AZ.

## 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 March 30, 2026)

- Account minimum: $1,300,000

> Our minimum account size is generally $1.3 million.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated

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: $328,498,193
- Discretionary: $301,602,736
- Non-discretionary: $26,895,457

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $767,698 |
| High net worth individuals | 31 | $325,904,022 |
| Corporations or other businesses not listed above | 1 | $1,826,473 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1989 (36 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $240,269,480 | 2 | March 30, 2021 |
| October 2022 | $306,359,702 | 2 | March 16, 2022 |
| October 2023 | $259,496,731 | 2 | March 29, 2023 |
| October 2024 | $283,540,865 | 2 | March 28, 2024 |
| October 2025 | $332,120,664 | 2 | March 28, 2025 |
| October 2026 | $328,498,193 | 2 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in AZ.

### February 2026
- Registered or notice-filed in IL.
- No longer registered or notice-filed in AZ.

### January 2026
- No longer registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kenney Investments Inc (CRD 105665): Form ADV filing data as of October 2026.