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Kensington Investment Counsel
Filed as KENSINGTON INVESTMENT COUNSEL · Legal name Kensington Investment Counsel, LLC
Kensington Investment Counsel is an SEC-registered investment advisory firm in Long Beach, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Kensington Investment Counsel compensated?
On its Form ADV (Item 5.E, October 2026), Kensington Investment Counsel reports these compensation arrangements: a percentage of assets under its management.
Where is Kensington Investment Counsel located?
Kensington Investment Counsel's principal office is in Long Beach, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Kensington Investment Counsel registered with the SEC or a state?
Kensington Investment Counsel is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 108012.
How much does Kensington Investment Counsel manage?
Kensington Investment Counsel reports $310,195,669 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Kensington Investment Counsel's assets and staff changed since 2021?
In the Form ADV data for Kensington Investment Counsel: Regulatory assets under management: $150,764,675 in the October 2021 data and $310,195,669 in the October 2026 data, up 106%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kensington Investment Counsel serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (34).
Does Kensington Investment Counsel 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/108012
Does Kensington Investment Counsel state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "KIC does not have a minimum account size but will consult with prospective clients to make sure KIC’s service makes sense for them."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
KIC does not have a minimum account size but will consult with prospective clients to make sure KIC’s service makes sense for them.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$310,195,669 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Kensington Investment Counsel, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $310,195,669 | 4 | March 31, 2026 |
| October 2025 | $297,990,190 | 4 | March 31, 2025 |
| October 2024 | $250,268,379 | 4 | March 28, 2024 |
| October 2023 | $174,278,513 | 3 | September 15, 2023 |
| October 2022 | $203,230,691 | 3 | March 30, 2022 |
| October 2021 | $150,764,675 | 4 | June 28, 2021 |
Regulatory assets under management: $150,764,675 in the October 2021 data and $310,195,669 in the October 2026 data, up 106%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kensington Investment Counsel (CRD 108012): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kensington-investment-counsel-long-beach-ca-108012