# Red Kennedy Financial

> Red Kennedy Financial is a state-registered investment advisory firm, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 30, 2024.

- CRD: 135276
- Filed as: RED KENNEDY FINANCIAL
- Legal name: Holzbach Robert William
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: July 30, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135276
- AdvisorCensus page: https://advisorcensus.com/firm/red-kennedy-financial-135276

## Quick answers

**How is Red Kennedy Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Red Kennedy Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Red Kennedy Financial registered with the SEC or a state?**
Red Kennedy Financial is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 135276.

**How much does Red Kennedy Financial manage?**
Red Kennedy Financial reports $27,000,000 in regulatory assets under management in its Form ADV filing dated July 30, 2024 (0% discretionary).

**What types of clients does Red Kennedy Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Red Kennedy Financial 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/135276

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $0
- Non-discretionary: $27,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $27,000,000 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Kennedy Financial (CRD 135276): Form ADV filing data as of October 2026.