Kenney Investments provides portfolio management for individuals and small businesses.
Kenney Investments reports 34 clients. They include 31 high-net-worth individuals, 2 individual clients and 1 corporate or other business client. Of its assets, 91.8% ($302M across 30 accounts) are managed with discretion; $26.9M across 4 accounts are not. It advised 34 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 91% | 99% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2 | $768K | 0.2% | $384K |
| High-net-worth individuals | 31 | $326M | 99.2% | $10.5M |
| Corporations and other businesses | 1 | $1.83M | 0.6% | $1.83M |
| Total | 34 | $328M | 100% | $9.66M |
- Clients
- 2
- Regulatory AUM
- $768K
- AUM share
- 0.2%
- Avg. per client
- $384K
- Clients
- 31
- Regulatory AUM
- $326M
- AUM share
- 99.2%
- Avg. per client
- $10.5M
- Clients
- 1
- Regulatory AUM
- $1.83M
- AUM share
- 0.6%
- Avg. per client
- $1.83M
Total
- Clients
- 34
- Regulatory AUM
- $328M
- AUM share
- 100%
- Avg. per client
- $9.66M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 34
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kenney Investments is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Greg Kenney owns 50% to 75% of Kenney Investments. The leadership team of Kenney Investments includes President Greg Kenney and Chief Investment Officer Brian Kenney. It has 2 employees.
Leadership
- Greg KenneyPresident and Chief Compliance Officer
- Brian KenneyChief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Brian Robert Kenney
- Greg Howard Kenney
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Kenney Investments Inc
Greg Kenney
Control person · since September 1989
- Owns 25% to 50% of Kenney Investments Inc
Brian Kenney
Control person · since September 1989
Kenney Investments’ regulatory assets grew from $240M (March 2021) to $328M (March 2026); clients were 34 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $328M | 34 | 2 | 2 |
| March 2025 | $332M | 35 | 2 | 2 |
| March 2024 | $284M | 32 | 2 | 2 |
| March 2023 | $259M | 29 | 2 | 2 |
| March 2022 | $306M | 29 | 2 | 2 |
| March 2021 | $240M | 33 | 2 | 2 |
Besides its headquarters, Kenney Investments has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- One Northfield Plaza, Ste 505, NorthfieldHQ
Contact and registration details
- Legal name
- Kenney Investments Inc
- Headquarters
- One Northfield Plaza, Ste 505, Northfield, IL 60093
- Website
- Not reported
- Phone
- 847-441-2642
- SEC file
- 801-35528
- Structure
- Illinois corporation
- Fiscal year end
- December
Kenney Investments uses Charles Schwab ($226M, 69%) and Merrill Lynch, Pierce, Fenner & Smith ($103M, 31%) as custodians for its separately managed accounts. Kenney Investments does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $226M69%
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY · $103M31%
At year end, Kenney Investments’ separately managed accounts were mostly in stocks (87%).
What the accounts hold
- Stocks87%
- Funds6%
- Bonds4%
- Cash3%
How many clients does Kenney Investments have?
Kenney Investments has 34 clients and manages $328 million for them, as of March 2026. They include 31 high-net-worth individuals, 2 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Kenney Investments offer?
Kenney Investments provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kenney Investments use?
Kenney Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $226M and Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Kenney Investments have?
Kenney Investments has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kenney Investments invest in?
At the end of its last fiscal year, Kenney Investments’ separately managed accounts held 87% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kenney Investments?
Kenney Investments’ direct owners are Brian Kenney (25% to 50%) and Greg Kenney (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Kenney Investments get paid?
Kenney Investments is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kenney Investments?
Kenney Investments’ main office is at One Northfield Plaza, Ste 505, Northfield, IL 60093. Its phone number is 847-441-2642.