# Morgan Kenwood Advisors, LLC

> Morgan Kenwood Advisors, LLC is a state-registered investment advisory firm in Greendale, WI, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2025.

- CRD: 128322
- Filed as: MORGAN KENWOOD ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greendale, WI
- Filing period: October 2026
- Form ADV filing dated: April 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128322
- AdvisorCensus page: https://advisorcensus.com/firm/morgan-kenwood-advisors-llc-greendale-wi-128322

## Quick answers

**How is Morgan Kenwood Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morgan Kenwood Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Morgan Kenwood Advisors, LLC located?**
Morgan Kenwood Advisors, LLC's principal office is in Greendale, WI, according to its Form ADV.

**Is Morgan Kenwood Advisors, LLC registered with the SEC or a state?**
Morgan Kenwood Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 128322.

**How much does Morgan Kenwood Advisors, LLC manage?**
Morgan Kenwood Advisors, LLC reports $96,700,955 in regulatory assets under management in its Form ADV filing dated April 28, 2025 (95% discretionary).

**What types of clients does Morgan Kenwood Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (15).

**Does Morgan Kenwood Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128322

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $96,700,955
- Discretionary: $91,391,043
- Non-discretionary: $5,309,912

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $76,838,584 |
| High net worth individuals | 15 | $19,862,371 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- morgankenwood.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morgan Kenwood Advisors, LLC (CRD 128322): Form ADV filing data as of October 2026.