{"url":"https://nivawealth.com/firms/kenney-investments-105665","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105665","regulatoryAum":328498193,"crd":"105665","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4344405","suffix":null,"lastName":"KENNEY","firstName":"BRIAN","middleName":"ROBERT"},{"crd":"4344410","suffix":null,"lastName":"KENNEY","firstName":"GREG","middleName":"HOWARD"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":240269480,"clients":33,"employees":2,"offices":2},{"filedOn":"2022-03-16","regulatoryAum":306359702,"clients":29,"employees":2,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":259496731,"clients":29,"employees":2,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":283540865,"clients":32,"employees":2,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":332120664,"clients":35,"employees":2,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":328498193,"clients":34,"employees":2,"offices":2}],"secFileNumber":"801-35528","legalName":"Kenney Investments Inc","displayName":"Kenney Investments","slug":"kenney-investments-105665","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"One Northfield Plaza, Ste 505","city":"Northfield","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60093"},"tradeNames":[],"registration":{"secApproved":"17 November 1989","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":9899143.030303031,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":328498193,"discretionary":301602736,"discretionaryAccounts":30,"nonDiscretionary":26895457,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":34},"clientTypes":[{"label":"Individuals (other than HNW)","clients":2,"regulatoryAum":767698},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":325904022},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":1826473}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:09:29.921466+00:00","documents":[{"name":"KI ADV PART II 033026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033258","versionId":1033258,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":225681069},{"name":"Merrill Lynch, Pierce, Fenner & Smith Incorporated","shortName":"Merrill Lynch, Pierce, Fenner & Smith","location":"New York, NY","smaAssets":102817124}],"custodyNote":"Kenney Investments does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Greg Kenney","title":"President and Chief Compliance Officer","crd":"4344410"},{"name":"Brian Kenney","title":"Chief Investment Officer","crd":"4344405"}],"ownership":[{"label":"Brian Kenney","detail":"Chief investment officer in the 25% to 50% ownership band and a control person, since September 1989."},{"label":"Greg Kenney","detail":"President and chief compliance officer in the 50% to 75% ownership band and a control person, since September 1989."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"One Northfield Plaza, Ste 505","city":"Northfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"847-441-2642","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"U.S. government/agency bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105665/PDF/105665.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033258","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kenney Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kenney Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Kenney Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kenney Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kenney Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kenney Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kenney Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kenney Investments?","answer":"Kenney Investments’ main office is at One Northfield Plaza, Ste 505, Northfield, IL 60093. Its phone number is 847-441-2642.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}