Kinnamon & Associates Ltd II
● SEC registered since 2026CRD 106701SEC# 801-135791Barrington, IL
Reg. AUM
$117.6M
Employees
7
Accounts
396
Location
Barrington, IL
About Kinnamon & Associates Ltd II
Kinnamon & Associates integrates tax expertise with financial services to help clients grow businesses, manage taxes, and work toward financial security. It offers tax and accounting services alongside insurance products.
Summary based on the firm’s website.
Kinnamon & Associates Ltd II assets under management
Kinnamon & Associates Ltd II is an investment advisory firm registered with the SEC based in Barrington, IL. The firm has been registered since 2026. It reports $117.6 million in regulatory assets under management and employs 7 people.
Kinnamon & Associates Ltd II owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandria Leigh Kinnamon Control | Owner | 50-75% | 2026 |
| Bret Scott Kinnamon Control | Chief Compliance Officer/Vice President | Under 5% | 2026 |
| Kyle Kinnamon Control | Owner/President | 50-75% | 2026 |
Frequently asked questions
How much does Kinnamon & Associates Ltd II manage?
Kinnamon & Associates Ltd II reports $117.6 million in regulatory assets under management on its Form ADV.
How many employees does Kinnamon & Associates Ltd II have?
Kinnamon & Associates Ltd II reports 7 employees.
Where is Kinnamon & Associates Ltd II located?
Kinnamon & Associates Ltd II is based in Barrington, IL and has been SEC-registered since 2026.
Does Kinnamon & Associates Ltd II disclose fund performance?
Kinnamon & Associates Ltd II is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 217 N. Northwest Hwy, Barrington, IL 60010 |
| Phone | 847-381-1053 |
| Fax | 847-381-1491 |
| Office hours | 8 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.6MNo change
Mar '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$117.6Mregulatory AUM
Discretionary $0Non-discretionary $117.6M