David Kennon Incorporated
● SEC registered since 2019CRD 301130SEC# 801-115025Sarasota, FL
Reg. AUM
$300M
Employees
3
Accounts
1,141
Location
Sarasota, FL
David Kennon Incorporated assets under management
David Kennon Incorporated operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2019. It reports $300 million in regulatory assets under management and employs 3 people.
David Kennon Incorporated owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David R Kennon Control | Ceo And Cco | Over 75% | 2015 |
Frequently asked questions
How much does David Kennon Incorporated manage?
David Kennon Incorporated reports $300 million in regulatory assets under management on its Form ADV.
How many employees does David Kennon Incorporated have?
David Kennon Incorporated reports 3 employees.
Where is David Kennon Incorporated located?
David Kennon Incorporated is based in Sarasota, FL and has been SEC-registered since 2019.
Does David Kennon Incorporated disclose fund performance?
David Kennon Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 South School Avenue, Penthouse Suite, Sarasota, FL 34237 |
| Phone | 941-556-6307 |
| Fax | 941-556-6307 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$300Mregulatory AUM
Discretionary $300M