Trevor Kensey is a control person of Index Fund Advisors and directly owns under 5% of it.
Index Fund Advisors is an investment adviser based in Irvine, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.93 billion, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7093345
- Firm
- Index Fund Advisors · CRD 109143
- Role
- Co-CHF Compliance, Mkting and Advertising
- In role since
- August 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Irvine, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Trevor Kensey work?
Trevor Kensey has been Co-CHF Compliance, Mkting and Advertising of Index Fund Advisors, Inc. since August 2020, and is a control person of the firm.
How can I verify Trevor Kensey’s record?
Trevor Kensey’s role is listed on Index Fund Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109143.
