{
  "crd_number": 284713,
  "slug": "kennon-green-and-co-new-albany-oh-284713",
  "primary_business_name": "KENNON-GREEN & CO.",
  "legal_name": "KENNON-GREEN & COMPANY, LLC",
  "dbas": [],
  "city": "New Albany",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 171393207.0,
  "raum_discretionary": 171393207.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17243953.0,
      "count": 37
    },
    "high_net_worth_individuals": {
      "raum": 154149254.0,
      "count": 53
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MI",
    "MO",
    "NH",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://kennongreen.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284713",
  "city_as_filed": "NEW ALBANY",
  "url": "https://advisorcensus.com/firm/kennon-green-and-co-new-albany-oh-284713",
  "display_name": "Kennon-Green & Co.",
  "summary": "Kennon-Green & Co. is an SEC-registered investment advisory firm in New Albany, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Kennon-Green & Co. (CRD 284713): 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)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Kennon-Green & Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kennon-Green & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Kennon-Green & Co. located?",
      "a": "Kennon-Green & Co.'s principal office is in New Albany, OH, according to its Form ADV."
    },
    {
      "q": "Is Kennon-Green & Co. registered with the SEC or a state?",
      "a": "Kennon-Green & Co. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 284713."
    },
    {
      "q": "How much does Kennon-Green & Co. manage?",
      "a": "Kennon-Green & Co. reports $171,393,207 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kennon-Green & Co.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Kennon-Green & Co.: Regulatory assets under management: $117,817,702 in the October 2022 data and $171,393,207 in the October 2026 data, up 45%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kennon-Green & Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (37)."
    },
    {
      "q": "Which custodians does Kennon-Green & Co. use?",
      "a": "Kennon-Green & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kennon-Green & Co. 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/284713"
    },
    {
      "q": "What changed in Kennon-Green & Co.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $154,558,804 to $171,393,207 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 117817702.0,
      "total_employees": 2,
      "filing_date": "2022-08-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 125074461.0,
      "total_employees": 4,
      "filing_date": "2023-07-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 129529414.0,
      "total_employees": 4,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 154558804.0,
      "total_employees": 4,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 171393207.0,
      "total_employees": 4,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $154,558,804 to $171,393,207 (+11%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/kennon-green-and-co-new-albany-oh-284713.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 17243953.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 53,
      "fewer_than_5": false,
      "raum": 154149254.0
    }
  ],
  "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/284713",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}