Kensington Financial Group, Inc.
● SEC registered since 2021CRD 127658SEC# 801-120510Winston-Salem, NC
Reg. AUM
$169.5M
Employees
2
Accounts
853
Location
Winston-Salem, NC
Kensington Financial Group, Inc. assets under management
Kensington Financial Group, Inc. operates as an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2021. It reports $169.5 million in regulatory assets under management and employs 2 people.
Kensington Financial Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beverly Shore Dinkins | Shareholder | Under 5% | 2004 |
| Brett William Nelson Control | President & Ceo | 50-75% | 2003 |
| Christopher Michael Haggerson Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Kensington Financial Group, Inc. manage?
Kensington Financial Group, Inc. reports $169.5 million in regulatory assets under management on its Form ADV.
How many employees does Kensington Financial Group, Inc. have?
Kensington Financial Group, Inc. reports 2 employees.
Where is Kensington Financial Group, Inc. located?
Kensington Financial Group, Inc. is based in Winston-Salem, NC and has been SEC-registered since 2021.
Does Kensington Financial Group, Inc. disclose fund performance?
Kensington Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Oakwood Dr, Suite 420, Winston-Salem, NC 27103 |
| Phone | 336-712-9743 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.5M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$169.5Mregulatory AUM
Discretionary $163.6MNon-discretionary $6M