# Kensington Investment Counsel

> 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.

- CRD: 108012
- Filed as: KENSINGTON INVESTMENT COUNSEL
- Legal name: Kensington Investment Counsel, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Long Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108012
- AdvisorCensus page: https://advisorcensus.com/firm/kensington-investment-counsel-long-beach-ca-108012

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $310,195,669
- Discretionary: $310,195,669
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $8,528,785 |
| High net worth individuals | 81 | $298,311,565 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,884,246 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,471,073 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Santa Barbara,, CA

### Websites listed on Form ADV (Item 1.I)
- [kensingtonic.com](https://kensingtonic.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,764,675 | 4 | June 28, 2021 |
| October 2022 | $203,230,691 | 3 | March 30, 2022 |
| October 2023 | $174,278,513 | 3 | September 15, 2023 |
| October 2024 | $250,268,379 | 4 | March 28, 2024 |
| October 2025 | $297,990,190 | 4 | March 31, 2025 |
| October 2026 | $310,195,669 | 4 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kensington Investment Counsel (CRD 108012): Form ADV filing data as of October 2026.