{
  "crd_number": 127658,
  "slug": "kensington-financial-group-inc-winston-salem-nc-127658",
  "primary_business_name": "KENSINGTON FINANCIAL GROUP, INC.",
  "legal_name": "KENSINGTON FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Winston-Salem",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "49180",
  "metro": {
    "cbsa_code": "49180",
    "common_name": "Winston-Salem",
    "msa_name": "Winston-Salem, NC",
    "path": "/advisors/nc/winston-salem"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 169515660.0,
  "raum_discretionary": 163556321.0,
  "raum_non_discretionary": 5959339.0,
  "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": 77300649.0,
      "count": 691
    },
    "high_net_worth_individuals": {
      "raum": 92215011.0,
      "count": 72
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "NH",
    "SC"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127658",
  "city_as_filed": "WINSTON-SALEM",
  "url": "https://advisorcensus.com/firm/kensington-financial-group-inc-winston-salem-nc-127658",
  "display_name": "Kensington Financial Group, Inc.",
  "summary": "Kensington Financial Group, Inc. is an SEC-registered investment advisory firm in Winston-Salem, NC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. Kensington Financial Group, Inc. (CRD 127658): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Kensington Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kensington Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Kensington Financial Group, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kensington Financial Group, Inc. located?",
      "a": "Kensington Financial Group, Inc.'s principal office is in Winston-Salem, NC, according to its Form ADV."
    },
    {
      "q": "Is Kensington Financial Group, Inc. registered with the SEC or a state?",
      "a": "Kensington Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 127658."
    },
    {
      "q": "How much does Kensington Financial Group, Inc. manage?",
      "a": "Kensington Financial Group, Inc. reports $169,515,660 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (96% discretionary)."
    },
    {
      "q": "How have Kensington Financial Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kensington Financial Group, Inc.: Regulatory assets under management: $123,121,668 in the October 2021 data and $169,515,660 in the October 2026 data, up 38%. Total employees: 4 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 Kensington Financial Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (691); high net worth individuals (72)."
    },
    {
      "q": "Which custodians does Kensington Financial Group, Inc. use?",
      "a": "Kensington Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kensington Financial Group, 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/127658"
    },
    {
      "q": "What changed in Kensington Financial Group, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 123121668.0,
      "total_employees": 4,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 143582344.0,
      "total_employees": 2,
      "filing_date": "2022-05-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 104227582.0,
      "total_employees": 2,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 124061759.0,
      "total_employees": 2,
      "filing_date": "2024-04-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 146753496.0,
      "total_employees": 2,
      "filing_date": "2025-03-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 169515660.0,
      "total_employees": 2,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $146,753,496 to $169,515,660 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Our annual fee for portfolio management services is equal to 1.00% of the market value of your assets under our management."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "There is no minimum annual fee for any account. Kensington may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Kensington deems it appropriate under the circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Our annual fee for portfolio management services is equal to 1.00% of the market value of your assets under our management.",
      "There is no minimum annual fee for any account. Kensington may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Kensington deems it appropriate under the circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/kensington-financial-group-inc-winston-salem-nc-127658.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 691,
      "fewer_than_5": false,
      "raum": 77300649.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 92215011.0
    }
  ],
  "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/127658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}